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 | $73,989 | $82,882-10.7% | $127,761-42.1% | $72,985+1.4% |
| Participation rate | 98.1% | 71.5%+26.6pp | 79.0%+19.2pp | 69.5%+28.7pp |
| Annual return | 4.54% | 32.20%-27.7pp | 26.14%-21.6pp | 81.00%-76.5pp |
| Employer contribution / active EE | $1,158 | $3,346-65.4% | $4,574-74.7% | $2,440-52.5% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,021-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,554 | $6,487-60.6% | $9,395-72.8% | $5,124-50.2% |