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 | $16,636 | $77,899-78.6% | $149,673-88.9% | $75,163-77.9% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 6.37% | 31.72%-25.3pp | 134.42%-128.0pp | 160.62%-154.2pp |
| Employer contribution / active EE | $2,334 | $3,137-25.6% | $4,818-51.5% | $2,670-12.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,605 | $5,956-73.0% | $13,210-87.8% | $5,651-71.6% |