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 | $20,543 | $77,634-73.5% | $156,549-86.9% | $62,891-67.3% |
| Participation rate | 89.8% | 71.2%+18.6pp | 84.0%+5.8pp | 69.3%+20.5pp |
| Annual return | -0.72% | 50.32%-51.0pp | 32.23%-32.9pp | 20.14%-20.9pp |
| Employer contribution / active EE | $693 | $3,444-79.9% | $5,501-87.4% | $2,281-69.6% |
| Participant deferral / active EE | $321 | $3,045-89.5% | $4,871-93.4% | $3,203-90.0% |
| Admin fee / account holder | $6,614 | $5,561+18.9% | $13,027-49.2% | $4,296+54.0% |