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 | $16,249 | $84,233-80.7% | $170,442-90.5% | $70,131-76.8% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 6.83% | 23.06%-16.2pp | 205.93%-199.1pp | 73.14%-66.3pp |
| Employer contribution / active EE | $1,505 | $3,387-55.6% | $5,433-72.3% | $2,342-35.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $850 | $5,698-85.1% | $13,880-93.9% | $4,645-81.7% |