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 | $26,295 | $54,762-52.0% | $90,281-70.9% | $72,985-64.0% |
| Participation rate | 79.1% | 65.1%+13.9pp | 73.3%+5.8pp | 69.5%+9.6pp |
| Annual return | 4.37% | 30.63%-26.3pp | 78.10%-73.7pp | 81.00%-76.6pp |
| Employer contribution / active EE | $2,566 | $2,092+22.6% | $2,854-10.1% | $2,440+5.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $638 | $3,972-83.9% | $5,351-88.1% | $5,124-87.5% |