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 | $19,392 | $84,233-77.0% | $170,442-88.6% | $70,131-72.3% |
| Participation rate | 82.6% | 70.8%+11.8pp | 83.6%-1.0pp | 69.5%+13.1pp |
| Annual return | 5.49% | 23.06%-17.6pp | 205.93%-200.4pp | 73.14%-67.6pp |
| Employer contribution / active EE | $3,172 | $3,387-6.4% | $5,433-41.6% | $2,342+35.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $695 | $5,698-87.8% | $13,880-95.0% | $4,645-85.0% |