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 | $41,956 | $70,428-40.4% | $96,562-56.5% | $85,850-51.1% |
| Participation rate | 98.1% | 61.8%+36.3pp | 69.8%+28.3pp | 69.3%+28.8pp |
| Annual return | 8.35% | 18.59%-10.2pp | 37.78%-29.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $3,114 | $1,413+120.4% | $2,356+32.2% | $2,565+21.4% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,524 | $4,997-29.5% | $6,181-43.0% | $6,260-43.7% |