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 | $65,433 | $67,606-3.2% | $82,313-20.5% | $70,131-6.7% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 8.06% | 21.57%-13.5pp | 25.88%-17.8pp | 73.14%-65.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $404 | $2,987-86.5% | $3,706-89.1% | $3,332-87.9% |
| Admin fee / account holder | $3,524 | $4,512-21.9% | $5,608-37.2% | $4,645-24.1% |