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 | $39,790 | $62,586-36.4% | $76,768-48.2% | $64,186-38.0% |
| Participation rate | 88.0% | 72.8%+15.2pp | 77.0%+11.0pp | 69.6%+18.4pp |
| Annual return | -8.16% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $648 | $1,832-64.7% | $2,485-73.9% | $2,381-72.8% |
| Participant deferral / active EE | $1,324 | $3,145-57.9% | $3,852-65.6% | $3,470-61.8% |
| Admin fee / account holder | $1,591 | $4,667-65.9% | $6,675-76.2% | $4,888-67.5% |