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 | $42,968 | $72,277-40.6% | $101,248-57.6% | $79,858-46.2% |
| Participation rate | 95.8% | 68.5%+27.3pp | 75.8%+20.0pp | 69.6%+26.1pp |
| Annual return | 5.65% | 22.30%-16.7pp | 46.47%-40.8pp | 31.71%-26.1pp |
| Employer contribution / active EE | $7,746 | $2,692+187.8% | $3,660+111.7% | $2,471+213.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,335 | $4,400-46.9% | $5,945-60.7% | $5,306-56.0% |