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 | $26,110 | $52,580-50.3% | $71,671-63.6% | $70,131-62.8% |
| Participation rate | 96.2% | 60.9%+35.3pp | 68.7%+27.4pp | 69.5%+26.6pp |
| Annual return | 10.76% | 20.25%-9.5pp | 20.65%-9.9pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,404 | $1,616+48.8% | $2,460-2.3% | $2,342+2.6% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,596 | $3,653-56.3% | $5,558-71.3% | $4,645-65.7% |