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 | $28,234 | $80,753-65.0% | $136,294-79.3% | $62,292-54.7% |
| Participation rate | 79.6% | 73.5%+6.1pp | 81.9%-2.3pp | 69.5%+10.1pp |
| Annual return | 5.54% | 35.83%-30.3pp | 5155.94%-5150.4pp | 28.90%-23.4pp |
| Employer contribution / active EE | $919 | $2,884-68.1% | $4,695-80.4% | $2,042-55.0% |
| Participant deferral / active EE | $1,372 | $5,164-73.4% | $6,247-78.0% | $3,169-56.7% |
| Admin fee / account holder | $2,536 | $525+382.7% | $9,243-72.6% | $479+429.1% |