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 | $29,861 | $102,317-70.8% | $146,958-79.7% | $80,856-63.1% |
| Participation rate | 75.7% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 9.56% | 134.76%-125.2pp | 418.34%-408.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $874 | $3,713-76.5% | $4,933-82.3% | $2,755-68.3% |
| Participant deferral / active EE | $1,828 | $6,644-72.5% | $8,070-77.3% | $4,296-57.4% |
| Admin fee / account holder | $928 | $7,941-88.3% | $12,998-92.9% | $6,918-86.6% |