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 | $25,541 | $64,348-60.3% | $90,160-71.7% | $70,131-63.6% |
| Participation rate | 77.9% | 70.4%+7.5pp | 76.9%+1.0pp | 69.5%+8.4pp |
| Annual return | 13.80% | 28.13%-14.3pp | 34.88%-21.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $555 | $2,046-72.9% | $3,318-83.3% | $2,342-76.3% |
| Participant deferral / active EE | $1,219 | $4,389-72.2% | $5,288-77.0% | $3,332-63.4% |
| Admin fee / account holder | $416 | $3,944-89.5% | $5,943-93.0% | $4,645-91.1% |