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 | $16,219 | $84,149-80.7% | $76,080-78.7% | $167,490-90.3% |
| Participation rate | 91.7% | 84.9%+6.8pp | 79.4%+12.2pp | 82.1%+9.6pp |
| Annual return | 5.65% | 54.99%-49.3pp | 42.50%-36.9pp | 478.56%-472.9pp |
| Employer contribution / active EE | $3,990 | $4,618-13.6% | $3,962+0.7% | $4,837-17.5% |
| Participant deferral / active EE | $275 | $5,796-95.3% | $4,905-94.4% | $6,341-95.7% |
| Admin fee / account holder | $5,841 | $6,410-8.9% | $4,883+19.6% | $12,309-52.6% |