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 4-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 | $5,220 | $67,823-92.3% | $52,425-90.0% | $137,256-96.2% |
| Participation rate | 70.0% | 63.9%+6.1pp | 55.6%+14.4pp | 80.0%-10.0pp |
| Annual return | 2.63% | 219.11%-216.5pp | 302.12%-299.5pp | 220.34%-217.7pp |
| Employer contribution / active EE | $58 | $1,163-95.0% | $914-93.6% | $4,156-98.6% |
| Participant deferral / active EE | $58 | $2,288-97.5% | $1,790-96.8% | $6,407-99.1% |
| Admin fee / account holder | $8,316 | $2,844+192.4% | $2,495+233.3% | $12,270-32.2% |