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 | $29,120 | $116,175-74.9% | $93,606-68.9% | $152,861-80.9% |
| Participation rate | 90.9% | 78.0%+12.9pp | 75.8%+15.1pp | 82.4%+8.5pp |
| Annual return | 7.97% | 35.96%-28.0pp | 32.76%-24.8pp | 345.32%-337.3pp |
| Employer contribution / active EE | $2,966 | $3,218-7.8% | $2,718+9.1% | $4,762-37.7% |
| Participant deferral / active EE | $393 | $4,603-91.5% | $4,069-90.3% | $5,850-93.3% |
| Admin fee / account holder | $469 | $10,748-95.6% | $7,888-94.0% | $11,596-96.0% |