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 | $28,976 | $69,977-58.6% | $108,579-73.3% | $62,891-53.9% |
| Participation rate | 83.3% | 72.9%+10.4pp | 79.6%+3.8pp | 69.3%+14.0pp |
| Annual return | 4.00% | 10.73%-6.7pp | -51.70%+55.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $460 | $2,135-78.4% | $3,758-87.8% | $2,281-79.8% |
| Participant deferral / active EE | $1,403 | $3,165-55.7% | $4,311-67.4% | $3,203-56.2% |
| Admin fee / account holder | $1,882 | $5,076-62.9% | $7,645-75.4% | $4,296-56.2% |