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 | $19,869 | $95,416-79.2% | $185,823-89.3% | $85,850-76.9% |
| Participation rate | 96.4% | 68.8%+27.6pp | 81.7%+14.7pp | 69.3%+27.0pp |
| Annual return | 0.15% | 23.59%-23.4pp | 122.05%-121.9pp | 318.53%-318.4pp |
| Employer contribution / active EE | $532 | $3,314-84.0% | $5,167-89.7% | $2,565-79.3% |
| Participant deferral / active EE | $673 | $3,423-80.4% | $5,568-87.9% | $3,952-83.0% |
| Admin fee / account holder | $1,799 | $7,213-75.1% | $16,237-88.9% | $6,260-71.3% |