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 | $44,614 | $83,477-46.6% | $125,175-64.4% | $72,985-38.9% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.5%+19.4pp |
| Annual return | 3.72% | 25.78%-22.1pp | 43.79%-40.1pp | 81.00%-77.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $617 | $3,585-82.8% | $4,937-87.5% | $3,607-82.9% |
| Admin fee / account holder | $3,405 | $5,517-38.3% | $9,702-64.9% | $5,124-33.6% |