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 | $14,476 | $56,053-74.2% | $75,972-80.9% | $80,856-82.1% |
| Participation rate | 83.8% | 62.0%+21.8pp | 69.1%+14.7pp | 67.6%+16.1pp |
| Annual return | 9.04% | 20.53%-11.5pp | 359.55%-350.5pp | 35.59%-26.6pp |
| Employer contribution / active EE | $5,846 | $1,874+211.9% | $2,685+117.7% | $2,755+112.2% |
| Participant deferral / active EE | $424 | $3,052-86.1% | $4,255-90.0% | $4,296-90.1% |
| Admin fee / account holder | $3,991 | $5,234-23.7% | $6,467-38.3% | $6,918-42.3% |