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 | $27,461 | $58,927-53.4% | $76,817-64.3% | $72,985-62.4% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 10.39% | 2305.64%-2295.3pp | 1166.11%-1155.7pp | 81.00%-70.6pp |
| Employer contribution / active EE | $1,275 | $1,787-28.6% | $2,302-44.6% | $2,440-47.7% |
| Participant deferral / active EE | $1,018 | $2,690-62.2% | $3,336-69.5% | $3,607-71.8% |
| Admin fee / account holder | $5,193 | $4,013+29.4% | $6,420-19.1% | $5,124+1.3% |