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 | $21,120 | $177,572-88.1% | $154,803-86.4% | $142,382-85.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 10.48% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,148 | $4,810-76.1% | $4,305-73.3% | $4,299-73.3% |
| Participant deferral / active EE | $216 | $6,272-96.6% | $5,540-96.1% | $6,507-96.7% |
| Admin fee / account holder | $1,994 | $16,786-88.1% | $14,329-86.1% | $12,624-84.2% |