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 | $40,084 | $152,587-73.7% | $125,175-68.0% | $152,861-73.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 6.99% | 54.84%-47.8pp | 43.79%-36.8pp | 345.32%-338.3pp |
| Employer contribution / active EE | $1,494 | $4,946-69.8% | $3,865-61.3% | $4,762-68.6% |
| Participant deferral / active EE | $464 | $5,868-92.1% | $4,937-90.6% | $5,850-92.1% |
| Admin fee / account holder | $1,467 | $13,434-89.1% | $9,702-84.9% | $11,596-87.4% |