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 | $11,377 | $57,281-80.1% | $86,612-86.9% | $75,163-84.9% |
| Participation rate | 70.4% | 63.2%+7.2pp | 71.7%-1.3pp | 67.2%+3.2pp |
| Annual return | 8.00% | 2670.75%-2662.8pp | 591.07%-583.1pp | 160.62%-152.6pp |
| Employer contribution / active EE | $1,462 | $2,314-36.8% | $3,022-51.6% | $2,670-45.2% |
| Participant deferral / active EE | $465 | $3,318-86.0% | $4,438-89.5% | $4,125-88.7% |
| Admin fee / account holder | $1,104 | $4,112-73.1% | $5,614-80.3% | $5,651-80.5% |