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 | $27,523 | $95,416-71.2% | $185,823-85.2% | $85,850-67.9% |
| Participation rate | 77.5% | 68.8%+8.7pp | 81.7%-4.2pp | 69.3%+8.2pp |
| Annual return | 5.94% | 23.59%-17.6pp | 122.05%-116.1pp | 318.53%-312.6pp |
| Employer contribution / active EE | $1,277 | $3,314-61.5% | $5,167-75.3% | $2,565-50.2% |
| Participant deferral / active EE | $952 | $3,423-72.2% | $5,568-82.9% | $3,952-75.9% |
| Admin fee / account holder | $14,301 | $7,213+98.3% | $16,237-11.9% | $6,260+128.5% |