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 | $81,176 | $109,359-25.8% | $162,163-49.9% | $72,985+11.2% |
| Participation rate | 81.7% | 84.3%-2.5pp | 87.6%-5.8pp | 69.5%+12.2pp |
| Annual return | 11.54% | 25.46%-13.9pp | 115.59%-104.1pp | 81.00%-69.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,770 | $5,481-67.7% | $7,298-75.7% | $3,607-50.9% |
| Admin fee / account holder | $2,253 | $7,972-71.7% | $10,843-79.2% | $5,124-56.0% |