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 | $58,311 | $77,899-25.1% | $149,673-61.0% | $75,163-22.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 6.51% | 31.72%-25.2pp | 134.42%-127.9pp | 160.62%-154.1pp |
| Employer contribution / active EE | $1,411 | $3,137-55.0% | $4,818-70.7% | $2,670-47.2% |
| Participant deferral / active EE | $522 | $3,411-84.7% | $5,680-90.8% | $4,125-87.3% |
| Admin fee / account holder | $40,539 | $5,956+580.6% | $13,210+206.9% | $5,651+617.4% |