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 | $40,275 | $60,124-33.0% | $90,404-55.4% | $79,858-49.6% |
| Participation rate | 72.2% | 65.0%+7.2pp | 72.7%-0.5pp | 69.6%+2.5pp |
| Annual return | 2.57% | 71.94%-69.4pp | 1293.02%-1290.4pp | 31.71%-29.1pp |
| Employer contribution / active EE | $5,633 | $2,068+172.4% | $3,262+72.7% | $2,471+128.0% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,718 | $3,976+18.6% | $5,611-15.9% | $5,306-11.1% |