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 | $73,135 | $153,772-52.4% | $133,980-45.4% | $273,961-73.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.36% | 36.51%-36.2pp | 29.30%-28.9pp | 41.45%-41.1pp |
| Employer contribution / active EE | $3,995 | $6,029-33.7% | $5,211-23.3% | $4,869-17.9% |
| Participant deferral / active EE | $1,343 | $6,958-80.7% | $6,282-78.6% | $5,287-74.6% |
| Admin fee / account holder | $43,444 | $11,765+269.3% | $9,324+365.9% | $10,132+328.8% |