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 | $10,620 | $35,183-69.8% | $73,545-85.6% | $70,131-84.9% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 8.27% | 26.90%-18.6pp | -15.16%+23.4pp | 73.14%-64.9pp |
| Employer contribution / active EE | $1,443 | $709+103.6% | $1,219+18.4% | $2,342-38.4% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $359 | $2,302-84.4% | $2,320-84.5% | $4,645-92.3% |