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 | $26,272 | $53,127-50.5% | $86,590-69.7% | $70,131-62.5% |
| Participation rate | 77.3% | 65.3%+12.0pp | 73.5%+3.7pp | 69.5%+7.7pp |
| Annual return | 4.67% | 27.66%-23.0pp | 964.84%-960.2pp | 73.14%-68.5pp |
| Employer contribution / active EE | $2,554 | $2,068+23.5% | $2,839-10.1% | $2,342+9.0% |
| Participant deferral / active EE | $283 | $2,696-89.5% | $3,609-92.2% | $3,332-91.5% |
| Admin fee / account holder | $497 | $3,585-86.1% | $4,906-89.9% | $4,645-89.3% |