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 | $23,428 | $77,634-69.8% | $156,549-85.0% | $62,891-62.7% |
| Participation rate | 95.8% | 71.2%+24.6pp | 84.0%+11.8pp | 69.3%+26.5pp |
| Annual return | 1.40% | 50.32%-48.9pp | 32.23%-30.8pp | 20.14%-18.7pp |
| Employer contribution / active EE | $4,385 | $3,444+27.3% | $5,501-20.3% | $2,281+92.2% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,850 | $5,561-48.8% | $13,027-78.1% | $4,296-33.7% |