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 | $34,844 | $58,828-40.8% | $77,999-55.3% | $62,891-44.6% |
| Participation rate | 96.4% | 71.1%+25.4pp | 75.5%+20.9pp | 69.3%+27.1pp |
| Annual return | 1.96% | 17.16%-15.2pp | 425.96%-424.0pp | 20.14%-18.2pp |
| Employer contribution / active EE | $5,636 | $1,672+237.1% | $2,470+128.2% | $2,281+147.1% |
| Participant deferral / active EE | $301 | $2,686-88.8% | $3,497-91.4% | $3,203-90.6% |
| Admin fee / account holder | $2,113 | $4,393-51.9% | $5,480-61.4% | $4,296-50.8% |