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 | $36,246 | $78,672-53.9% | $109,143-66.8% | $85,850-57.8% |
| Participation rate | 82.7% | 68.3%+14.4pp | 75.9%+6.8pp | 69.3%+13.4pp |
| Annual return | 9.96% | 25.09%-15.1pp | 25.75%-15.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,334 | $2,735-51.2% | $3,722-64.1% | $2,565-48.0% |
| Participant deferral / active EE | $1,410 | $3,467-59.3% | $4,653-69.7% | $3,952-64.3% |
| Admin fee / account holder | $3,157 | $5,469-42.3% | $6,752-53.2% | $6,260-49.6% |