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 7-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 | $49,188 | $76,367-35.6% | $93,606-47.5% | $72,985-32.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 10.41% | 25.82%-15.4pp | 32.76%-22.4pp | 81.00%-70.6pp |
| Employer contribution / active EE | $4,619 | $2,275+103.0% | $2,718+69.9% | $2,440+89.3% |
| Participant deferral / active EE | $41 | $3,538-98.9% | $4,069-99.0% | $3,607-98.9% |
| Admin fee / account holder | $73,029 | $6,838+968.0% | $7,888+825.8% | $5,124+1325.1% |