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 | $43,154 | $71,050-39.3% | $93,606-53.9% | $80,856-46.6% |
| Participation rate | 97.3% | 60.4%+36.9pp | 68.7%+28.6pp | 67.6%+29.7pp |
| Annual return | 8.26% | 11.26%-3.0pp | 133.20%-124.9pp | 35.59%-27.3pp |
| Employer contribution / active EE | $3,354 | $1,564+114.5% | $2,420+38.6% | $2,755+21.7% |
| Participant deferral / active EE | $932 | $4,034-76.9% | $4,411-78.9% | $4,296-78.3% |
| Admin fee / account holder | $2,259 | $6,945-67.5% | $8,285-72.7% | $6,918-67.3% |