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 | $22,136 | $65,395-66.1% | $182,532-87.9% | $72,985-69.7% |
| Participation rate | 98.2% | 65.4%+32.8pp | 78.0%+20.2pp | 69.5%+28.7pp |
| Annual return | 2.08% | 27.68%-25.6pp | 148.54%-146.5pp | 81.00%-78.9pp |
| Employer contribution / active EE | $5,741 | $1,911+200.4% | $4,076+40.9% | $2,440+135.3% |
| Participant deferral / active EE | $1,002 | $3,563-71.9% | $5,524-81.9% | $3,607-72.2% |
| Admin fee / account holder | $2,263 | $4,245-46.7% | $8,592-73.7% | $5,124-55.8% |