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 | $72,595 | $56,897+27.6% | $84,750-14.3% | $62,891+15.4% |
| Participation rate | 97.1% | 68.5%+28.6pp | 76.6%+20.6pp | 69.3%+27.8pp |
| Annual return | 3.29% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $2,874 | $2,400+19.8% | $3,574-19.6% | $2,281+26.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,668 | $3,581+58.3% | $5,332+6.3% | $4,296+32.0% |