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 | $16,713 | $60,124-72.2% | $90,404-81.5% | $79,858-79.1% |
| Participation rate | 77.5% | 65.0%+12.5pp | 72.7%+4.8pp | 69.6%+7.9pp |
| Annual return | 5.26% | 71.94%-66.7pp | 1293.02%-1287.8pp | 31.71%-26.5pp |
| Employer contribution / active EE | $392 | $2,068-81.0% | $3,262-88.0% | $2,471-84.1% |
| Participant deferral / active EE | $585 | $2,938-80.1% | $3,963-85.2% | $3,740-84.4% |
| Admin fee / account holder | $1,354 | $3,976-66.0% | $5,611-75.9% | $5,306-74.5% |