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 | $135,998 | $58,523+132.4% | $99,443+36.8% | $72,985+86.3% |
| Participation rate | 85.2% | 64.6%+20.6pp | 73.8%+11.4pp | 69.5%+15.7pp |
| Annual return | 6.42% | 28.51%-22.1pp | 30.72%-24.3pp | 81.00%-74.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $811 | $2,606-68.9% | $3,619-77.6% | $3,607-77.5% |
| Admin fee / account holder | $16,776 | $4,102+309.0% | $6,250+168.4% | $5,124+227.4% |