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 | $51,985 | $83,477-37.7% | $125,175-58.5% | $72,985-28.8% |
| Participation rate | 93.0% | 73.3%+19.7pp | 79.8%+13.2pp | 69.5%+23.5pp |
| Annual return | 15.46% | 25.78%-10.3pp | 43.79%-28.3pp | 81.00%-65.5pp |
| Employer contribution / active EE | $2,326 | $2,345-0.8% | $3,865-39.8% | $2,440-4.7% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,302 | $5,517-22.0% | $9,702-55.7% | $5,124-16.1% |