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 4-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 | $72,010 | $125,758-42.7% | $169,993-57.6% | $75,163-4.2% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 10.90% | 27.20%-16.3pp | 53.37%-42.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $1,650 | $4,615-64.2% | $6,785-75.7% | $2,670-38.2% |
| Participant deferral / active EE | $2,172 | $6,837-68.2% | $10,408-79.1% | $4,125-47.4% |
| Admin fee / account holder | $25,551 | $8,173+212.6% | $12,815+99.4% | $5,651+352.2% |