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 | $37,360 | $65,365-42.8% | $92,893-59.8% | $72,985-48.8% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+24.9pp |
| Annual return | 6.49% | 42.10%-35.6pp | 109.41%-102.9pp | 81.00%-74.5pp |
| Employer contribution / active EE | $2,113 | $2,594-18.6% | $3,653-42.2% | $2,440-13.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,106 | $4,251-50.5% | $5,794-63.7% | $5,124-58.9% |