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 | $18,374 | $84,233-78.2% | $170,442-89.2% | $70,131-73.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.15% | 23.06%-15.9pp | 205.93%-198.8pp | 73.14%-66.0pp |
| Employer contribution / active EE | $1,503 | $3,387-55.6% | $5,433-72.3% | $2,342-35.8% |
| Participant deferral / active EE | $677 | $3,086-78.1% | $4,939-86.3% | $3,332-79.7% |
| Admin fee / account holder | $730 | $5,698-87.2% | $13,880-94.7% | $4,645-84.3% |