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 | $29,676 | $85,202-65.2% | $172,739-82.8% | $72,985-59.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.64% | 27.32%-21.7pp | 802.84%-797.2pp | 81.00%-75.4pp |
| Employer contribution / active EE | $779 | $3,324-76.6% | $5,143-84.8% | $2,440-68.1% |
| Participant deferral / active EE | $874 | $3,260-73.2% | $5,198-83.2% | $3,607-75.8% |
| Admin fee / account holder | $1,051 | $5,884-82.1% | $13,954-92.5% | $5,124-79.5% |