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 | $17,358 | $81,248-78.6% | $155,509-88.8% | $80,856-78.5% |
| Participation rate | 70.2% | 66.2%+4.0pp | 78.2%-8.0pp | 67.6%+2.6pp |
| Annual return | 7.81% | 33.31%-25.5pp | 64.67%-56.9pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,283 | $3,100-58.6% | $4,672-72.5% | $2,755-53.4% |
| Participant deferral / active EE | $420 | $3,452-87.8% | $5,626-92.5% | $4,296-90.2% |
| Admin fee / account holder | $669 | $7,997-91.6% | $15,912-95.8% | $6,918-90.3% |