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 | $30,287 | $55,706-45.6% | $75,886-60.1% | $72,985-58.5% |
| Participation rate | 78.7% | 61.1%+17.5pp | 69.3%+9.4pp | 69.5%+9.2pp |
| Annual return | 4.41% | 27.59%-23.2pp | 30.76%-26.3pp | 81.00%-76.6pp |
| Employer contribution / active EE | $2,067 | $1,687+22.6% | $2,500-17.3% | $2,440-15.3% |
| Participant deferral / active EE | $152 | $2,634-94.2% | $3,603-95.8% | $3,607-95.8% |
| Admin fee / account holder | $38,479 | $3,978+867.2% | $5,418+610.1% | $5,124+650.9% |