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 | $53,658 | $72,277-25.8% | $101,248-47.0% | $79,858-32.8% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 7.83% | 22.30%-14.5pp | 46.47%-38.6pp | 31.71%-23.9pp |
| Employer contribution / active EE | $644 | $2,692-76.1% | $3,660-82.4% | $2,471-73.9% |
| Participant deferral / active EE | $1,311 | $3,282-60.0% | $4,370-70.0% | $3,740-64.9% |
| Admin fee / account holder | $13,777 | $4,400+213.1% | $5,945+131.7% | $5,306+159.6% |