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 | $26,728 | $63,346-57.8% | $92,233-71.0% | $70,131-61.9% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 8.61% | 530.12%-521.5pp | 176.28%-167.7pp | 73.14%-64.5pp |
| Employer contribution / active EE | $4,066 | $2,471+64.5% | $3,679+10.5% | $2,342+73.6% |
| Participant deferral / active EE | $458 | $2,854-84.0% | $3,897-88.3% | $3,332-86.3% |
| Admin fee / account holder | $14,916 | $3,840+288.4% | $5,194+187.2% | $4,645+221.1% |