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 | $46,312 | $45,035+2.8% | $62,995-26.5% | $70,131-34.0% |
| Participation rate | 79.4% | 69.5%+9.8pp | 74.8%+4.6pp | 69.5%+9.8pp |
| Annual return | 7.89% | 18.76%-10.9pp | 87.57%-79.7pp | 73.14%-65.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $608 | $2,465-75.3% | $3,329-81.7% | $3,332-81.8% |
| Admin fee / account holder | $1,840 | $2,834-35.1% | $3,600-48.9% | $4,645-60.4% |