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 | $55,949 | $88,672-36.9% | $105,223-46.8% | $82,448-32.1% |
| Participation rate | 86.1% | 67.9%+18.2pp | 75.0%+11.1pp | 68.1%+18.0pp |
| Annual return | 6.09% | 30.86%-24.8pp | 180.65%-174.6pp | 41.64%-35.6pp |
| Employer contribution / active EE | $4,931 | $3,048+61.8% | $3,689+33.7% | $2,551+93.3% |
| Participant deferral / active EE | $1,598 | $4,036-60.4% | $5,072-68.5% | $4,139-61.4% |
| Admin fee / account holder | $4,415 | $7,146-38.2% | $8,859-50.2% | $7,234-39.0% |