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 | $16,520 | $47,944-65.5% | $67,834-75.6% | $62,891-73.7% |
| Participation rate | 78.3% | 61.1%+17.3pp | 68.8%+9.5pp | 69.3%+9.0pp |
| Annual return | 3.09% | 11.77%-8.7pp | 138.47%-135.4pp | 20.14%-17.1pp |
| Employer contribution / active EE | $460 | $1,562-70.5% | $2,403-80.8% | $2,281-79.8% |
| Participant deferral / active EE | $424 | $2,247-81.1% | $3,160-86.6% | $3,203-86.8% |
| Admin fee / account holder | $5,635 | $3,712+51.8% | $4,622+21.9% | $4,296+31.2% |