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 | $15,041 | $95,416-84.2% | $185,823-91.9% | $85,850-82.5% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 9.88% | 23.59%-13.7pp | 122.05%-112.2pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,212 | $3,314-63.4% | $5,167-76.5% | $2,565-52.7% |
| Participant deferral / active EE | $863 | $3,423-74.8% | $5,568-84.5% | $3,952-78.2% |
| Admin fee / account holder | $1,118 | $7,213-84.5% | $16,237-93.1% | $6,260-82.1% |