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 | $32,231 | $60,124-46.4% | $90,404-64.3% | $79,858-59.6% |
| Participation rate | 89.0% | 65.0%+24.1pp | 72.7%+16.4pp | 69.6%+19.4pp |
| Annual return | 9.52% | 71.94%-62.4pp | 1293.02%-1283.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $722 | $2,068-65.1% | $3,262-77.9% | $2,471-70.8% |
| Participant deferral / active EE | $771 | $2,938-73.8% | $3,963-80.6% | $3,740-79.4% |
| Admin fee / account holder | $2,983 | $3,976-25.0% | $5,611-46.8% | $5,306-43.8% |