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 | $18,806 | $50,175-62.5% | $99,443-81.1% | $65,185-71.1% |
| Participation rate | 87.2% | 68.4%+18.8pp | 73.8%+13.3pp | 70.2%+17.0pp |
| Annual return | 16.67% | 25.36%-8.7pp | 30.72%-14.1pp | 29.38%-12.7pp |
| Employer contribution / active EE | $855 | $1,496-42.9% | $2,540-66.3% | $2,177-60.7% |
| Participant deferral / active EE | $457 | $2,748-83.4% | $3,619-87.4% | $3,514-87.0% |
| Admin fee / account holder | $3,323 | $398+735.9% | $6,250-46.8% | $847+292.3% |