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 | $62,104 | $53,777+15.5% | $134,143-53.7% | $79,858-22.2% |
| Participation rate | 91.9% | 58.8%+33.1pp | 72.2%+19.7pp | 69.6%+22.3pp |
| Annual return | 7.28% | 19.01%-11.7pp | 36.33%-29.1pp | 31.71%-24.4pp |
| Employer contribution / active EE | $2,212 | $1,321+67.4% | $3,704-40.3% | $2,471-10.5% |
| Participant deferral / active EE | $587 | $2,420-75.7% | $3,499-83.2% | $3,740-84.3% |
| Admin fee / account holder | $20,945 | $3,984+425.7% | $6,684+213.3% | $5,306+294.7% |