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 | $22,798 | $60,124-62.1% | $90,404-74.8% | $79,858-71.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.36% | 71.94%-63.6pp | 1293.02%-1284.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $833 | $2,068-59.7% | $3,262-74.5% | $2,471-66.3% |
| Participant deferral / active EE | $700 | $2,938-76.2% | $3,963-82.3% | $3,740-81.3% |
| Admin fee / account holder | $1,112 | $3,976-72.0% | $5,611-80.2% | $5,306-79.0% |