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 | $8,926 | $67,823-86.8% | $52,425-83.0% | $137,256-93.5% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 0.57% | 219.11%-218.5pp | 302.12%-301.5pp | 220.34%-219.8pp |
| Employer contribution / active EE | $1,421 | $1,163+22.2% | $914+55.4% | $4,156-65.8% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,673 | $2,844-41.2% | $2,495-32.9% | $12,270-86.4% |