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 | $28,214 | $118,427-76.2% | $66,042-57.3% | $142,382-80.2% |
| Participation rate | 71.4% | 68.1%+3.3pp | 67.5%+3.9pp | 80.1%-8.7pp |
| Annual return | 3.41% | 35.57%-32.2pp | 52.11%-48.7pp | 217.08%-213.7pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $435 | $4,311-89.9% | $2,835-84.7% | $6,507-93.3% |
| Admin fee / account holder | $4,291 | $9,593-55.3% | $5,747-25.3% | $12,624-66.0% |