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 | $30,013 | $89,355-66.4% | $141,162-78.7% | $72,985-58.9% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.8pp | 69.5%+27.7pp |
| Annual return | 15.35% | 111.85%-96.5pp | 71.39%-56.0pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,445 | $3,114-53.6% | $4,735-69.5% | $2,440-40.8% |
| Participant deferral / active EE | $2,032 | $5,418-62.5% | $6,709-69.7% | $3,607-43.7% |
| Admin fee / account holder | $440 | $5,958-92.6% | $10,261-95.7% | $5,124-91.4% |