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 | $30,000 | $65,561-54.2% | $86,188-65.2% | $75,163-60.1% |
| Participation rate | 76.7% | 60.5%+16.2pp | 69.0%+7.7pp | 67.2%+9.5pp |
| Annual return | 9.18% | 46.05%-36.9pp | 1168.45%-1159.3pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,733 | $1,553+11.6% | $2,380-27.2% | $2,670-35.1% |
| Participant deferral / active EE | $892 | $3,024-70.5% | $3,985-77.6% | $4,125-78.4% |
| Admin fee / account holder | $1,866 | $5,474-65.9% | $6,852-72.8% | $5,651-67.0% |