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 | $69,775 | $76,552-8.9% | $123,892-43.7% | $62,891+10.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.19% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $524 | $2,883-81.8% | $4,617-88.6% | $2,281-77.0% |
| Participant deferral / active EE | $1,677 | $4,840-65.4% | $5,984-72.0% | $3,203-47.7% |
| Admin fee / account holder | $8,202 | $4,826+70.0% | $8,357-1.9% | $4,296+90.9% |