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 | $15,284 | $80,717-81.1% | $154,803-90.1% | $84,808-82.0% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.3pp | 68.3%+8.4pp |
| Annual return | 13.03% | 37.96%-24.9pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,009 | $2,761-27.2% | $4,305-53.3% | $2,631-23.6% |
| Participant deferral / active EE | $712 | $3,303-78.5% | $5,540-87.2% | $4,212-83.1% |
| Admin fee / account holder | $2,354 | $6,746-65.1% | $14,329-83.6% | $7,344-67.9% |