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 | $48,439 | $59,101-18.0% | $77,163-37.2% | $75,163-35.6% |
| Participation rate | 86.7% | 63.9%+22.8pp | 69.6%+17.1pp | 67.2%+19.5pp |
| Annual return | 7.08% | 26.71%-19.6pp | 37.87%-30.8pp | 160.62%-153.5pp |
| Employer contribution / active EE | $498 | $1,995-75.0% | $2,535-80.4% | $2,670-81.4% |
| Participant deferral / active EE | $557 | $2,999-81.4% | $3,833-85.5% | $4,125-86.5% |
| Admin fee / account holder | $332 | $4,774-93.1% | $5,472-93.9% | $5,651-94.1% |