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 | $18,131 | $91,190-80.1% | $178,490-89.8% | $79,858-77.3% |
| Participation rate | 80.3% | 69.2%+11.1pp | 81.9%-1.6pp | 69.6%+10.7pp |
| Annual return | 9.23% | 24.19%-15.0pp | 151.07%-141.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,429 | $3,256-56.1% | $5,011-71.5% | $2,471-42.2% |
| Participant deferral / active EE | $684 | $3,236-78.9% | $5,202-86.8% | $3,740-81.7% |
| Admin fee / account holder | $1,448 | $6,751-78.6% | $13,984-89.6% | $5,306-72.7% |