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 | $26,071 | $70,428-63.0% | $96,562-73.0% | $85,850-69.6% |
| Participation rate | 71.9% | 61.8%+10.1pp | 69.8%+2.1pp | 69.3%+2.6pp |
| Annual return | 9.62% | 18.59%-9.0pp | 37.78%-28.2pp | 318.53%-308.9pp |
| Employer contribution / active EE | $638 | $1,413-54.8% | $2,356-72.9% | $2,565-75.1% |
| Participant deferral / active EE | $1,005 | $2,894-65.3% | $3,849-73.9% | $3,952-74.6% |
| Admin fee / account holder | $2,035 | $4,997-59.3% | $6,181-67.1% | $6,260-67.5% |