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 | $30,496 | $83,477-63.5% | $125,175-75.6% | $72,985-58.2% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.5%+2.2pp |
| Annual return | 12.83% | 25.78%-12.9pp | 43.79%-31.0pp | 81.00%-68.2pp |
| Employer contribution / active EE | $1,023 | $2,345-56.4% | $3,865-73.5% | $2,440-58.1% |
| Participant deferral / active EE | $1,392 | $3,585-61.2% | $4,937-71.8% | $3,607-61.4% |
| Admin fee / account holder | $489 | $5,517-91.1% | $9,702-95.0% | $5,124-90.5% |