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 | $20,147 | $66,402-69.7% | $109,895-81.7% | $85,850-76.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 10.36% | 19.59%-9.2pp | 29.45%-19.1pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,233 | $1,687-26.9% | $2,842-56.6% | $2,565-51.9% |
| Participant deferral / active EE | $144 | $2,842-94.9% | $4,048-96.4% | $3,952-96.4% |
| Admin fee / account holder | $2,548 | $4,557-44.1% | $6,066-58.0% | $6,260-59.3% |