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 | $62,411 | $76,552-18.5% | $123,892-49.6% | $62,891-0.8% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.4pp | 69.3%+18.5pp |
| Annual return | -2.39% | 18.68%-21.1pp | 47.52%-49.9pp | 20.14%-22.5pp |
| Employer contribution / active EE | $4,896 | $2,883+69.9% | $4,617+6.1% | $2,281+114.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,242 | $4,826-53.5% | $8,357-73.2% | $4,296-47.8% |