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 | $29,348 | $70,428-58.3% | $96,562-69.6% | $85,850-65.8% |
| Participation rate | 73.2% | 61.8%+11.4pp | 69.8%+3.4pp | 69.3%+3.9pp |
| Annual return | 10.74% | 18.59%-7.8pp | 37.78%-27.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $448 | $1,413-68.3% | $2,356-81.0% | $2,565-82.5% |
| Participant deferral / active EE | $858 | $2,894-70.4% | $3,849-77.7% | $3,952-78.3% |
| Admin fee / account holder | $3,787 | $4,997-24.2% | $6,181-38.7% | $6,260-39.5% |