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 | $20,189 | $63,861-68.4% | $104,607-80.7% | $79,858-74.7% |
| Participation rate | 81.6% | 64.9%+16.7pp | 74.1%+7.5pp | 69.6%+11.9pp |
| Annual return | 6.81% | 21.30%-14.5pp | 340.46%-333.7pp | 31.71%-24.9pp |
| Employer contribution / active EE | $323 | $1,588-79.6% | $2,681-87.9% | $2,471-86.9% |
| Participant deferral / active EE | $64 | $2,693-97.6% | $3,740-98.3% | $3,740-98.3% |
| Admin fee / account holder | $2,457 | $4,185-41.3% | $6,473-62.0% | $5,306-53.7% |