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 | $15,722 | $84,233-81.3% | $170,442-90.8% | $70,131-77.6% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.6pp |
| Annual return | 11.08% | 23.06%-12.0pp | 205.93%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,067 | $3,387-68.5% | $5,433-80.4% | $2,342-54.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,960 | $5,698-65.6% | $13,880-85.9% | $4,645-57.8% |