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 | $11,348 | $39,122-71.0% | $57,179-80.2% | $62,891-82.0% |
| Participation rate | 90.6% | 70.5%+20.1pp | 75.3%+15.3pp | 69.3%+21.3pp |
| Annual return | 0.76% | 9.23%-8.5pp | 14.59%-13.8pp | 20.14%-19.4pp |
| Employer contribution / active EE | $2,016 | $1,874+7.5% | $2,682-24.9% | $2,281-11.6% |
| Participant deferral / active EE | $357 | $2,374-84.9% | $3,096-88.5% | $3,203-88.8% |
| Admin fee / account holder | $3,127 | $2,592+20.7% | $3,139-0.4% | $4,296-27.2% |