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 | $34,273 | $81,233-57.8% | $155,567-78.0% | $80,874-57.6% |
| Participation rate | 70.8% | 66.2%+4.6pp | 78.2%-7.4pp | 67.6%+3.2pp |
| Annual return | 8.12% | 33.33%-25.2pp | 64.74%-56.6pp | 35.62%-27.5pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $747 | $3,452-78.4% | $5,628-86.7% | $4,297-82.6% |
| Admin fee / account holder | $4,245 | $7,998-46.9% | $15,916-73.3% | $6,935-38.8% |