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 | $14,579 | $106,515-86.3% | $96,683-84.9% | $139,434-89.5% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 5.45% | 38.43%-33.0pp | 35.69%-30.2pp | 372.94%-367.5pp |
| Employer contribution / active EE | $5,035 | $4,103+22.7% | $3,737+34.7% | $4,751+6.0% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $12,650 | $7,877+60.6% | $6,730+88.0% | $11,403+10.9% |