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 | $35,999 | $70,475-48.9% | $100,516-64.2% | $79,858-54.9% |
| Participation rate | 73.9% | 73.7%+0.3pp | 79.4%-5.5pp | 69.6%+4.3pp |
| Annual return | 11.85% | 21.90%-10.0pp | 30.89%-19.0pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $957 | $5,181-81.5% | $6,270-84.7% | $3,740-74.4% |
| Admin fee / account holder | $3,696 | $4,478-17.5% | $8,081-54.3% | $5,306-30.3% |