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 | $28,425 | $84,233-66.3% | $170,442-83.3% | $70,131-59.5% |
| Participation rate | 80.6% | 70.8%+9.7pp | 83.6%-3.0pp | 69.5%+11.0pp |
| Annual return | 6.86% | 23.06%-16.2pp | 205.93%-199.1pp | 73.14%-66.3pp |
| Employer contribution / active EE | $1,602 | $3,387-52.7% | $5,433-70.5% | $2,342-31.6% |
| Participant deferral / active EE | $718 | $3,086-76.7% | $4,939-85.5% | $3,332-78.4% |
| Admin fee / account holder | $994 | $5,698-82.6% | $13,880-92.8% | $4,645-78.6% |