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 | $20,377 | $54,762-62.8% | $90,281-77.4% | $72,985-72.1% |
| Participation rate | 92.7% | 65.1%+27.6pp | 73.3%+19.5pp | 69.5%+23.2pp |
| Annual return | 3.31% | 30.63%-27.3pp | 78.10%-74.8pp | 81.00%-77.7pp |
| Employer contribution / active EE | $1,440 | $2,092-31.2% | $2,854-49.6% | $2,440-41.0% |
| Participant deferral / active EE | $674 | $2,887-76.7% | $3,885-82.7% | $3,607-81.3% |
| Admin fee / account holder | $1,453 | $3,972-63.4% | $5,351-72.9% | $5,124-71.7% |