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 | $52,473 | $78,705-33.3% | $117,854-55.5% | $70,131-25.2% |
| Participation rate | 98.2% | 73.2%+25.0pp | 79.7%+18.5pp | 69.5%+28.6pp |
| Annual return | 10.03% | 23.30%-13.3pp | 335.08%-325.0pp | 73.14%-63.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $836 | $3,297-74.6% | $4,482-81.3% | $3,332-74.9% |
| Admin fee / account holder | $1,966 | $5,065-61.2% | $8,020-75.5% | $4,645-57.7% |