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 | $29,457 | $81,460-63.8% | $103,333-71.5% | $80,856-63.6% |
| Participation rate | 77.6% | 66.8%+10.7pp | 74.5%+3.0pp | 67.6%+9.9pp |
| Annual return | 7.63% | 25.55%-17.9pp | 24.88%-17.2pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,725 | $3,105-44.5% | $3,868-55.4% | $2,755-37.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,411 | $6,566-63.3% | $8,355-71.1% | $6,918-65.2% |