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 | $15,221 | $80,717-81.1% | $154,803-90.2% | $84,808-82.1% |
| Participation rate | 86.0% | 66.8%+19.2pp | 78.1%+8.0pp | 68.3%+17.7pp |
| Annual return | 10.41% | 37.96%-27.5pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,758 | $2,761-36.4% | $4,305-59.2% | $2,631-33.2% |
| Participant deferral / active EE | $682 | $3,303-79.4% | $5,540-87.7% | $4,212-83.8% |
| Admin fee / account holder | $1,839 | $6,746-72.7% | $14,329-87.2% | $7,344-75.0% |