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 | $16,095 | $49,227-67.3% | $70,449-77.2% | $79,858-79.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 75.1%+13.8pp | 69.6%+19.3pp |
| Annual return | 4.33% | 30.06%-25.7pp | 109.03%-104.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $653 | $2,099-68.9% | $2,737-76.1% | $2,471-73.6% |
| Participant deferral / active EE | $326 | $2,768-88.2% | $3,709-91.2% | $3,740-91.3% |
| Admin fee / account holder | $387 | $2,878-86.6% | $3,845-89.9% | $5,306-92.7% |