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 | $12,315 | $45,152-72.7% | $73,843-83.3% | $59,632-79.3% |
| Participation rate | 85.1% | 64.0%+21.1pp | 73.4%+11.6pp | 68.7%+16.4pp |
| Annual return | -3.27% | 27.40%-30.7pp | 2267.84%-2271.1pp | 2041.28%-2044.6pp |
| Employer contribution / active EE | $4,219 | $1,902+121.8% | $2,787+51.4% | $2,203+91.5% |
| Participant deferral / active EE | $2 | $2,574-99.9% | $3,583-99.9% | $3,192-99.9% |
| Admin fee / account holder | $2,574 | $3,516-26.8% | $4,880-47.3% | $4,297-40.1% |