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 | $39,932 | $64,348-37.9% | $90,160-55.7% | $70,131-43.1% |
| Participation rate | 90.4% | 70.4%+19.9pp | 76.9%+13.5pp | 69.5%+20.8pp |
| Annual return | 10.41% | 28.13%-17.7pp | 34.88%-24.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $708 | $2,046-65.4% | $3,318-78.7% | $2,342-69.8% |
| Participant deferral / active EE | $3 | $4,389-99.9% | $5,288-99.9% | $3,332-99.9% |
| Admin fee / account holder | $2,267 | $3,944-42.5% | $5,943-61.9% | $4,645-51.2% |