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 | $64,388 | $49,922+29.0% | $80,569-20.1% | $75,163-14.3% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 4.19% | 34.69%-30.5pp | 935.43%-931.2pp | 160.62%-156.4pp |
| Employer contribution / active EE | $263 | $1,698-84.5% | $2,723-90.3% | $2,670-90.1% |
| Participant deferral / active EE | $622 | $2,990-79.2% | $4,447-86.0% | $4,125-84.9% |
| Admin fee / account holder | $1,128 | $3,577-68.5% | $5,377-79.0% | $5,651-80.0% |