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 | $27,647 | $45,035-38.6% | $62,995-56.1% | $70,131-60.6% |
| Participation rate | 90.9% | 69.5%+21.4pp | 74.8%+16.1pp | 69.5%+21.4pp |
| Annual return | 8.53% | 18.76%-10.2pp | 87.57%-79.0pp | 73.14%-64.6pp |
| Employer contribution / active EE | $575 | $2,051-72.0% | $2,759-79.2% | $2,342-75.5% |
| Participant deferral / active EE | $596 | $2,465-75.8% | $3,329-82.1% | $3,332-82.1% |
| Admin fee / account holder | $2,462 | $2,834-13.1% | $3,600-31.6% | $4,645-47.0% |