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 | $15,284 | $76,407-80.0% | $150,298-89.8% | $82,448-81.5% |
| Participation rate | 76.7% | 66.4%+10.3pp | 77.8%-1.0pp | 68.1%+8.7pp |
| Annual return | 13.03% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,009 | $2,614-23.1% | $4,154-51.6% | $2,551-21.2% |
| Participant deferral / active EE | $712 | $3,214-77.9% | $5,453-86.9% | $4,139-82.8% |
| Admin fee / account holder | $2,354 | $6,352-62.9% | $14,116-83.3% | $7,234-67.5% |