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 | $30,880 | $82,032-62.4% | $123,104-74.9% | $59,632-48.2% |
| Participation rate | 92.3% | 83.2%+9.1pp | 86.8%+5.5pp | 68.7%+23.6pp |
| Annual return | -3.70% | 5.12%-8.8pp | 13.22%-16.9pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $1,178 | $3,297-64.3% | $5,151-77.1% | $2,203-46.5% |
| Participant deferral / active EE | $1,998 | $4,667-57.2% | $6,230-67.9% | $3,192-37.4% |
| Admin fee / account holder | $1,355 | $5,881-77.0% | $9,015-85.0% | $4,297-68.5% |