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 | $27,930 | $72,492-61.5% | $87,100-67.9% | $72,985-61.7% |
| Participation rate | 94.3% | 72.8%+21.5pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 11.48% | 24.46%-13.0pp | 28.19%-16.7pp | 81.00%-69.5pp |
| Employer contribution / active EE | $1,039 | $1,894-45.1% | $2,521-58.8% | $2,440-57.4% |
| Participant deferral / active EE | $1,441 | $3,270-55.9% | $4,049-64.4% | $3,607-60.0% |
| Admin fee / account holder | $1,223 | $5,055-75.8% | $7,497-83.7% | $5,124-76.1% |