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 | $25,927 | $93,571-72.3% | $135,903-80.9% | $75,163-65.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 12.70% | 30.90%-18.2pp | 68.23%-55.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $984 | $3,537-72.2% | $4,856-79.7% | $2,670-63.1% |
| Participant deferral / active EE | $2,399 | $6,404-62.5% | $7,758-69.1% | $4,125-41.8% |
| Admin fee / account holder | $1,362 | $6,975-80.5% | $10,762-87.3% | $5,651-75.9% |