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 | $22,648 | $63,764-64.5% | $81,930-72.4% | $79,858-71.6% |
| Participation rate | 96.0% | 67.5%+28.5pp | 72.0%+24.0pp | 69.6%+26.4pp |
| Annual return | 1.40% | 22.66%-21.3pp | 29.49%-28.1pp | 31.71%-30.3pp |
| Employer contribution / active EE | $1,840 | $1,795+2.5% | $4,310-57.3% | $2,471-25.5% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,978 | $4,426-55.3% | $5,158-61.6% | $5,306-62.7% |