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 | $29,065 | $76,367-61.9% | $93,606-68.9% | $72,985-60.2% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | 10.15% | 25.82%-15.7pp | 32.76%-22.6pp | 81.00%-70.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $426 | $3,538-88.0% | $4,069-89.5% | $3,607-88.2% |
| Admin fee / account holder | $3,742 | $6,838-45.3% | $7,888-52.6% | $5,124-27.0% |