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 | $44,329 | $70,428-37.1% | $96,562-54.1% | $85,850-48.4% |
| Participation rate | 88.0% | 61.8%+26.2pp | 69.8%+18.2pp | 69.3%+18.7pp |
| Annual return | 8.70% | 18.59%-9.9pp | 37.78%-29.1pp | 318.53%-309.8pp |
| Employer contribution / active EE | $776 | $1,413-45.1% | $2,356-67.1% | $2,565-69.8% |
| Participant deferral / active EE | $457 | $2,894-84.2% | $3,849-88.1% | $3,952-88.4% |
| Admin fee / account holder | $18,962 | $4,997+279.5% | $6,181+206.8% | $6,260+202.9% |