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 | $29,503 | $39,122-24.6% | $57,179-48.4% | $62,891-53.1% |
| Participation rate | 95.5% | 70.5%+25.0pp | 75.3%+20.1pp | 69.3%+26.1pp |
| Annual return | 0.34% | 9.23%-8.9pp | 14.59%-14.2pp | 20.14%-19.8pp |
| Employer contribution / active EE | $3,478 | $1,874+85.6% | $2,682+29.6% | $2,281+52.5% |
| Participant deferral / active EE | $242 | $2,374-89.8% | $3,096-92.2% | $3,203-92.4% |
| Admin fee / account holder | $1,146 | $2,592-55.8% | $3,139-63.5% | $4,296-73.3% |