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 | $28,805 | $89,753-67.9% | $107,525-73.2% | $84,808-66.0% |
| Participation rate | 74.2% | 68.1%+6.1pp | 75.1%-0.9pp | 68.3%+5.9pp |
| Annual return | 12.39% | 29.48%-17.1pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,093 | $3,113-64.9% | $3,754-70.9% | $2,631-58.4% |
| Participant deferral / active EE | $199 | $4,056-95.1% | $5,116-96.1% | $4,212-95.3% |
| Admin fee / account holder | $1,004 | $7,222-86.1% | $8,919-88.7% | $7,344-86.3% |