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 | $34,096 | $58,208-41.4% | $81,812-58.3% | $80,856-57.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 6.21% | 41.66%-35.4pp | 773.79%-767.6pp | 35.59%-29.4pp |
| Employer contribution / active EE | $891 | $2,340-61.9% | $2,912-69.4% | $2,755-67.7% |
| Participant deferral / active EE | $325 | $3,281-90.1% | $4,319-92.5% | $4,296-92.4% |
| Admin fee / account holder | $18,268 | $4,981+266.7% | $7,386+147.3% | $6,918+164.1% |