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 | $24,384 | $63,764-61.8% | $81,930-70.2% | $79,858-69.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 7.90% | 22.66%-14.8pp | 29.49%-21.6pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,171 | $1,795-34.8% | $4,310-72.8% | $2,471-52.6% |
| Participant deferral / active EE | $865 | $2,780-68.9% | $7,107-87.8% | $3,740-76.9% |
| Admin fee / account holder | $6,212 | $4,426+40.4% | $5,158+20.4% | $5,306+17.1% |