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 | $20,598 | $84,233-75.5% | $170,442-87.9% | $70,131-70.6% |
| Participation rate | 94.4% | 70.8%+23.6pp | 83.6%+10.8pp | 69.5%+24.8pp |
| Annual return | 8.80% | 23.06%-14.3pp | 205.93%-197.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $1,538 | $3,387-54.6% | $5,433-71.7% | $2,342-34.4% |
| Participant deferral / active EE | $227 | $3,086-92.6% | $4,939-95.4% | $3,332-93.2% |
| Admin fee / account holder | $4,598 | $5,698-19.3% | $13,880-66.9% | $4,645-1.0% |