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 | $32,926 | $58,512-43.7% | $84,015-60.8% | $72,985-54.9% |
| Participation rate | 98.2% | 61.2%+37.0pp | 69.0%+29.2pp | 69.5%+28.7pp |
| Annual return | 13.28% | 28.93%-15.7pp | 71.31%-58.0pp | 81.00%-67.7pp |
| Employer contribution / active EE | $1,991 | $1,163+71.2% | $1,983+0.4% | $2,440-18.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $455 | $4,569-90.0% | $6,101-92.5% | $5,124-91.1% |