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 | $15,670 | $45,035-65.2% | $62,995-75.1% | $70,131-77.7% |
| Participation rate | 80.8% | 69.5%+11.2pp | 74.8%+6.0pp | 69.5%+11.2pp |
| Annual return | 9.02% | 18.76%-9.7pp | 87.57%-78.5pp | 73.14%-64.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $151 | $2,465-93.9% | $3,329-95.5% | $3,332-95.5% |
| Admin fee / account holder | $1,288 | $2,834-54.6% | $3,600-64.2% | $4,645-72.3% |