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 | $12,134 | $60,892-80.1% | $82,389-85.3% | $84,808-85.7% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 6.43% | 37.29%-30.9pp | 28.67%-22.2pp | 40.90%-34.5pp |
| Employer contribution / active EE | $415 | $1,779-76.7% | $2,517-83.5% | $2,631-84.2% |
| Participant deferral / active EE | $591 | $3,179-81.4% | $4,155-85.8% | $4,212-86.0% |
| Admin fee / account holder | $343 | $5,467-93.7% | $7,231-95.3% | $7,344-95.3% |