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 | $11,274 | $48,046-76.5% | $84,611-86.7% | $72,985-84.6% |
| Participation rate | 85.3% | 57.6%+27.7pp | 68.2%+17.1pp | 69.5%+15.8pp |
| Annual return | 16.25% | 37.38%-21.1pp | 258.74%-242.5pp | 81.00%-64.8pp |
| Employer contribution / active EE | $2,360 | $1,602+47.3% | $2,652-11.0% | $2,440-3.3% |
| Participant deferral / active EE | $585 | $2,680-78.2% | $3,899-85.0% | $3,607-83.8% |
| Admin fee / account holder | $970 | $3,395-71.4% | $4,912-80.2% | $5,124-81.1% |