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 | $43,422 | $69,977-37.9% | $108,579-60.0% | $62,891-31.0% |
| Participation rate | 88.6% | 72.9%+15.7pp | 79.6%+9.0pp | 69.3%+19.3pp |
| Annual return | 2.34% | 10.73%-8.4pp | -51.70%+54.0pp | 20.14%-17.8pp |
| Employer contribution / active EE | $1,760 | $2,135-17.6% | $3,758-53.2% | $2,281-22.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,088 | $5,076+19.9% | $7,645-20.4% | $4,296+41.7% |