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 | $42,005 | $75,183-44.1% | $123,892-66.1% | $55,167-23.9% |
| Participation rate | 75.5% | 72.8%+2.6pp | 81.4%-6.0pp | 69.0%+6.5pp |
| Annual return | 4.80% | 19.01%-14.2pp | 47.52%-42.7pp | 169.23%-164.4pp |
| Employer contribution / active EE | $572 | $2,823-79.7% | $4,617-87.6% | $1,963-70.8% |
| Participant deferral / active EE | $1,735 | $5,084-65.9% | $5,984-71.0% | $3,054-43.2% |
| Admin fee / account holder | $5,219 | $663+687.8% | $8,357-37.5% | $504+935.8% |