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 | $45,523 | $78,705-42.2% | $117,854-61.4% | $70,131-35.1% |
| Participation rate | 80.5% | 73.2%+7.3pp | 79.7%+0.8pp | 69.5%+10.9pp |
| Annual return | 4.42% | 23.30%-18.9pp | 335.08%-330.7pp | 73.14%-68.7pp |
| Employer contribution / active EE | $1,610 | $2,223-27.6% | $3,786-57.5% | $2,342-31.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,417 | $5,065-72.0% | $8,020-82.3% | $4,645-69.5% |