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 | $49,775 | $73,981-32.7% | $105,722-52.9% | $62,891-20.9% |
| Participation rate | 88.9% | 71.7%+17.2pp | 78.9%+10.0pp | 69.3%+19.6pp |
| Annual return | 1.44% | 17.60%-16.2pp | 12.25%-10.8pp | 20.14%-18.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $955 | $4,038-76.3% | $5,326-82.1% | $3,203-70.2% |
| Admin fee / account holder | $742 | $5,976-87.6% | $8,308-91.1% | $4,296-82.7% |