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 | $39,460 | $62,573-36.9% | $85,682-53.9% | $85,850-54.0% |
| Participation rate | 96.6% | 61.1%+35.4pp | 69.9%+26.7pp | 69.3%+27.2pp |
| Annual return | 7.01% | 23.77%-16.8pp | 21.49%-14.5pp | 318.53%-311.5pp |
| Employer contribution / active EE | $3,352 | $1,757+90.8% | $2,618+28.0% | $2,565+30.7% |
| Participant deferral / active EE | $107 | $2,802-96.2% | $3,923-97.3% | $3,952-97.3% |
| Admin fee / account holder | $1,948 | $4,640-58.0% | $6,873-71.7% | $6,260-68.9% |