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 | $27,157 | $65,395-58.5% | $182,532-85.1% | $72,985-62.8% |
| Participation rate | 96.2% | 65.4%+30.7pp | 78.0%+18.2pp | 69.5%+26.7pp |
| Annual return | 12.09% | 27.68%-15.6pp | 148.54%-136.4pp | 81.00%-68.9pp |
| Employer contribution / active EE | $2,692 | $1,911+40.9% | $4,076-33.9% | $2,440+10.3% |
| Participant deferral / active EE | $924 | $3,563-74.1% | $5,524-83.3% | $3,607-74.4% |
| Admin fee / account holder | $8,053 | $4,245+89.7% | $8,592-6.3% | $5,124+57.1% |