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 | $26,055 | $65,365-60.1% | $92,893-72.0% | $72,985-64.3% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 12.00% | 42.10%-30.1pp | 109.41%-97.4pp | 81.00%-69.0pp |
| Employer contribution / active EE | $17,720 | $2,594+583.1% | $3,653+385.1% | $2,440+626.3% |
| Participant deferral / active EE | $1,018 | $3,128-67.5% | $4,236-76.0% | $3,607-71.8% |
| Admin fee / account holder | $1,963 | $4,251-53.8% | $5,794-66.1% | $5,124-61.7% |