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 | $14,222 | $53,127-73.2% | $86,590-83.6% | $70,131-79.7% |
| Participation rate | 98.9% | 65.3%+33.6pp | 73.5%+25.3pp | 69.5%+29.3pp |
| Annual return | 6.54% | 27.66%-21.1pp | 964.84%-958.3pp | 73.14%-66.6pp |
| Employer contribution / active EE | $1,609 | $2,068-22.2% | $2,839-43.3% | $2,342-31.3% |
| Participant deferral / active EE | $617 | $2,696-77.1% | $3,609-82.9% | $3,332-81.5% |
| Admin fee / account holder | $11,585 | $3,585+223.1% | $4,906+136.1% | $4,645+149.4% |