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 | $20,624 | $102,547-79.9% | $78,210-73.6% | $147,584-86.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 5.39% | 51.08%-45.7pp | 40.90%-35.5pp | 578.55%-573.2pp |
| Employer contribution / active EE | $4,549 | $2,617+73.8% | $2,034+123.7% | $4,876-6.7% |
| Participant deferral / active EE | $0 | $3,481-100.0% | $2,823-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,121 | $5,059-58.1% | $3,758-43.6% | $10,885-80.5% |