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 | $19,142 | $68,547-72.1% | $120,354-84.1% | $80,856-76.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 4.03% | 23.60%-19.6pp | 107.15%-103.1pp | 35.59%-31.6pp |
| Employer contribution / active EE | $618 | $2,051-69.9% | $3,463-82.1% | $2,755-77.6% |
| Participant deferral / active EE | $1,068 | $3,173-66.4% | $4,991-78.6% | $4,296-75.1% |
| Admin fee / account holder | $2,175 | $5,732-62.1% | $9,423-76.9% | $6,918-68.6% |