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 | $29,110 | $66,098-56.0% | $101,794-71.4% | $74,304-60.8% |
| Participation rate | 71.4% | 53.8%+17.7pp | 69.2%+2.2pp | 60.3%+11.1pp |
| Annual return | 11.32% | 19.59%-8.3pp | 30.53%-19.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $629 | $1,082-41.8% | $2,289-72.5% | $2,241-71.9% |
| Participant deferral / active EE | $1,037 | $2,781-62.7% | $4,084-74.6% | $3,767-72.5% |
| Admin fee / account holder | $1,155 | $4,146-72.1% | $8,777-86.8% | $2,969-61.1% |