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 5-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 | $14,758 | $51,175-71.2% | $70,515-79.1% | $75,163-80.4% |
| Participation rate | 78.0% | 60.9%+17.1pp | 68.3%+9.7pp | 67.2%+10.9pp |
| Annual return | 11.25% | 30.02%-18.8pp | 32.77%-21.5pp | 160.62%-149.4pp |
| Employer contribution / active EE | $6,992 | $1,826+282.9% | $2,973+135.2% | $2,670+161.9% |
| Participant deferral / active EE | $736 | $2,849-74.2% | $4,567-83.9% | $4,125-82.2% |
| Admin fee / account holder | $5,221 | $4,091+27.6% | $6,412-18.6% | $5,651-7.6% |