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 | $15,281 | $54,517-72.0% | $75,972-79.9% | $74,495-79.5% |
| Participation rate | 93.1% | 60.3%+32.8pp | 69.1%+24.0pp | 67.2%+25.9pp |
| Annual return | 6.53% | 31.82%-25.3pp | 359.55%-353.0pp | 1364.94%-1358.4pp |
| Employer contribution / active EE | $5,221 | $1,777+193.8% | $2,685+94.5% | $2,623+99.0% |
| Participant deferral / active EE | $26 | $3,066-99.2% | $4,255-99.4% | $4,346-99.4% |
| Admin fee / account holder | $3,426 | $2,229+53.7% | $6,467-47.0% | $1,942+76.5% |