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 | $52,439 | $89,355-41.3% | $141,162-62.9% | $72,985-28.2% |
| Participation rate | 95.6% | 75.1%+20.4pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 8.11% | 111.85%-103.7pp | 71.39%-63.3pp | 81.00%-72.9pp |
| Employer contribution / active EE | $5,799 | $3,114+86.2% | $4,735+22.5% | $2,440+137.7% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,994 | $5,958-33.0% | $10,261-61.1% | $5,124-22.1% |