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 4-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 | $10,406 | $100,970-89.7% | $96,576-89.2% | $137,256-92.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.22% | 38.16%-33.9pp | 38.47%-34.2pp | 220.34%-216.1pp |
| Employer contribution / active EE | $802 | $3,809-79.0% | $3,553-77.4% | $4,156-80.7% |
| Participant deferral / active EE | $807 | $8,286-90.3% | $7,956-89.9% | $6,407-87.4% |
| Admin fee / account holder | $2,901 | $11,312-74.4% | $11,381-74.5% | $12,270-76.4% |