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 | $28,586 | $45,035-36.5% | $62,995-54.6% | $70,131-59.2% |
| Participation rate | 98.0% | 69.5%+28.4pp | 74.8%+23.2pp | 69.5%+28.4pp |
| Annual return | 6.51% | 18.76%-12.3pp | 87.57%-81.1pp | 73.14%-66.6pp |
| Employer contribution / active EE | $2,010 | $2,051-2.0% | $2,759-27.1% | $2,342-14.2% |
| Participant deferral / active EE | $331 | $2,465-86.6% | $3,329-90.1% | $3,332-90.1% |
| Admin fee / account holder | $9,873 | $2,834+248.4% | $3,600+174.3% | $4,645+112.5% |