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 | $58,209 | $57,828+0.7% | $117,039-50.3% | $70,131-17.0% |
| Participation rate | 93.8% | 67.1%+26.6pp | 77.2%+16.6pp | 69.5%+24.2pp |
| Annual return | 10.52% | 17.55%-7.0pp | 18.95%-8.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $5,208 | $1,816+186.8% | $3,785+37.6% | $2,342+122.3% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,204 | $3,548+46.7% | $5,974-12.9% | $4,645+12.0% |