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 | $16,384 | $45,035-63.6% | $62,995-74.0% | $70,131-76.6% |
| Participation rate | 86.1% | 69.5%+16.6pp | 74.8%+11.3pp | 69.5%+16.6pp |
| Annual return | 9.98% | 18.76%-8.8pp | 87.57%-77.6pp | 73.14%-63.2pp |
| Employer contribution / active EE | $853 | $2,051-58.4% | $2,759-69.1% | $2,342-63.6% |
| Participant deferral / active EE | $718 | $2,465-70.9% | $3,329-78.4% | $3,332-78.5% |
| Admin fee / account holder | $1,600 | $2,834-43.6% | $3,600-55.6% | $4,645-65.6% |