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 | $14,775 | $48,046-69.2% | $84,611-82.5% | $72,985-79.8% |
| Participation rate | 81.5% | 57.6%+23.9pp | 68.2%+13.2pp | 69.5%+12.0pp |
| Annual return | 3.03% | 37.38%-34.4pp | 258.74%-255.7pp | 81.00%-78.0pp |
| Employer contribution / active EE | $1,887 | $1,602+17.8% | $2,652-28.9% | $2,440-22.7% |
| Participant deferral / active EE | $395 | $2,680-85.3% | $3,899-89.9% | $3,607-89.1% |
| Admin fee / account holder | $649 | $3,395-80.9% | $4,912-86.8% | $5,124-87.3% |