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 | $28,115 | $70,428-60.1% | $96,562-70.9% | $85,850-67.3% |
| Participation rate | 77.4% | 61.8%+15.6pp | 69.8%+7.6pp | 69.3%+8.1pp |
| Annual return | 10.55% | 18.59%-8.0pp | 37.78%-27.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $628 | $1,413-55.5% | $2,356-73.3% | $2,565-75.5% |
| Participant deferral / active EE | $1,023 | $2,894-64.6% | $3,849-73.4% | $3,952-74.1% |
| Admin fee / account holder | $16,293 | $4,997+226.1% | $6,181+163.6% | $6,260+160.3% |