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 | $26,467 | $98,750-73.2% | $149,696-82.3% | $79,858-66.9% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.6pp |
| Annual return | 10.63% | 27.43%-16.8pp | 276.60%-266.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $793 | $3,216-75.3% | $4,644-82.9% | $2,471-67.9% |
| Participant deferral / active EE | $2,142 | $5,680-62.3% | $6,842-68.7% | $3,740-42.7% |
| Admin fee / account holder | $4,871 | $6,053-19.5% | $9,309-47.7% | $5,306-8.2% |