See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,374 | $56,897+14.9% | $84,750-22.9% | $62,891+3.9% |
| Participation rate | 84.9% | 68.5%+16.3pp | 76.6%+8.3pp | 69.3%+15.6pp |
| Annual return | -2.05% | 6.30%-8.3pp | 22.78%-24.8pp | 20.14%-22.2pp |
| Employer contribution / active EE | $6,252 | $2,400+160.5% | $3,574+74.9% | $2,281+174.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,311 | $3,581+48.3% | $5,332-0.4% | $4,296+23.6% |