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 | $19,738 | $57,281-65.5% | $86,612-77.2% | $75,163-73.7% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 8.60% | 2670.75%-2662.1pp | 591.07%-582.5pp | 160.62%-152.0pp |
| Employer contribution / active EE | $2,119 | $2,314-8.5% | $3,022-29.9% | $2,670-20.6% |
| Participant deferral / active EE | $797 | $3,318-76.0% | $4,438-82.0% | $4,125-80.7% |
| Admin fee / account holder | $5,953 | $4,112+44.8% | $5,614+6.0% | $5,651+5.3% |