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 | $52,655 | $101,317-48.0% | $146,958-64.2% | $74,495-29.3% |
| Participation rate | 71.3% | 75.5%-4.2pp | 82.2%-10.9pp | 67.2%+4.1pp |
| Annual return | 10.07% | 8730.91%-8720.8pp | 418.34%-408.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,990 | $3,810-21.5% | $4,933-39.4% | $2,623+14.0% |
| Participant deferral / active EE | $3,091 | $7,303-57.7% | $8,070-61.7% | $4,346-28.9% |
| Admin fee / account holder | $7,164 | $1,739+312.0% | $12,998-44.9% | $1,942+268.9% |