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 | $56,692 | $95,266-40.5% | $82,389-31.2% | $142,382-60.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 1.67% | 25.74%-24.1pp | 28.67%-27.0pp | 217.08%-215.4pp |
| Employer contribution / active EE | $732 | $2,991-75.5% | $2,517-70.9% | $4,299-83.0% |
| Participant deferral / active EE | $841 | $4,809-82.5% | $4,155-79.8% | $6,507-87.1% |
| Admin fee / account holder | $3,040 | $8,563-64.5% | $7,231-58.0% | $12,624-75.9% |