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 | $21,500 | $48,570-55.7% | $130,648-83.5% | $72,985-70.5% |
| Participation rate | 98.8% | 58.6%+40.2pp | 71.7%+27.0pp | 69.5%+29.3pp |
| Annual return | 1.39% | 38.63%-37.2pp | 1708.96%-1707.6pp | 81.00%-79.6pp |
| Employer contribution / active EE | $3,108 | $1,334+133.0% | $4,092-24.0% | $2,440+27.4% |
| Participant deferral / active EE | $239 | $2,384-90.0% | $3,603-93.4% | $3,607-93.4% |
| Admin fee / account holder | $392 | $3,549-89.0% | $5,464-92.8% | $5,124-92.4% |