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 | $10,796 | $111,754-90.3% | $103,333-89.6% | $145,922-92.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 5.88% | 24.77%-18.9pp | 24.88%-19.0pp | 561.29%-555.4pp |
| Employer contribution / active EE | $1,201 | $4,212-71.5% | $3,868-69.0% | $4,660-74.2% |
| Participant deferral / active EE | $662 | $5,619-88.2% | $5,057-86.9% | $6,688-90.1% |
| Admin fee / account holder | $15,245 | $9,750+56.4% | $8,355+82.5% | $13,397+13.8% |