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 | $21,802 | $71,050-69.3% | $93,606-76.7% | $80,856-73.0% |
| Participation rate | 79.4% | 60.4%+19.0pp | 68.7%+10.7pp | 67.6%+11.8pp |
| Annual return | 9.63% | 11.26%-1.6pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,468 | $1,564-6.1% | $2,420-39.3% | $2,755-46.7% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $445 | $6,945-93.6% | $8,285-94.6% | $6,918-93.6% |