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 | $23,807 | $89,355-73.4% | $141,162-83.1% | $72,985-67.4% |
| Participation rate | 74.1% | 75.1%-1.0pp | 82.5%-8.3pp | 69.5%+4.7pp |
| Annual return | 18.00% | 111.85%-93.8pp | 71.39%-53.4pp | 81.00%-63.0pp |
| Employer contribution / active EE | $782 | $3,114-74.9% | $4,735-83.5% | $2,440-68.0% |
| Participant deferral / active EE | $1,686 | $5,418-68.9% | $6,709-74.9% | $3,607-53.3% |
| Admin fee / account holder | $561 | $5,958-90.6% | $10,261-94.5% | $5,124-89.0% |