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 | $46,049 | $65,365-29.6% | $92,893-50.4% | $72,985-36.9% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 14.79% | 42.10%-27.3pp | 109.41%-94.6pp | 81.00%-66.2pp |
| Employer contribution / active EE | $6,822 | $2,594+163.0% | $3,653+86.8% | $2,440+179.6% |
| Participant deferral / active EE | $564 | $3,128-82.0% | $4,236-86.7% | $3,607-84.4% |
| Admin fee / account holder | $4,334 | $4,251+1.9% | $5,794-25.2% | $5,124-15.4% |