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 | $44,455 | $127,065-65.0% | $113,168-60.7% | $142,382-68.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.45% | 24.03%-14.6pp | 24.27%-14.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,046 | $3,442-69.6% | $2,975-64.9% | $4,299-75.7% |
| Participant deferral / active EE | $647 | $5,716-88.7% | $5,107-87.3% | $6,507-90.1% |
| Admin fee / account holder | $10,694 | $15,736-32.0% | $12,068-11.4% | $12,624-15.3% |