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 | $39,504 | $57,065-30.8% | $75,670-47.8% | $70,131-43.7% |
| Participation rate | 96.7% | 68.1%+28.6pp | 72.3%+24.3pp | 69.5%+27.1pp |
| Annual return | 10.25% | 23.57%-13.3pp | 27.34%-17.1pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,600 | $1,817-11.9% | $2,352-32.0% | $2,342-31.7% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $15,623 | $3,825+308.4% | $5,800+169.4% | $4,645+236.3% |