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 | $16,090 | $91,190-82.4% | $178,490-91.0% | $79,858-79.9% |
| Participation rate | 97.4% | 69.2%+28.2pp | 81.9%+15.5pp | 69.6%+27.8pp |
| Annual return | 4.96% | 24.19%-19.2pp | 151.07%-146.1pp | 31.71%-26.8pp |
| Employer contribution / active EE | $788 | $3,256-75.8% | $5,011-84.3% | $2,471-68.1% |
| Participant deferral / active EE | $880 | $3,236-72.8% | $5,202-83.1% | $3,740-76.5% |
| Admin fee / account holder | $4,130 | $6,751-38.8% | $13,984-70.5% | $5,306-22.2% |