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 | $25,238 | $73,787-65.8% | $98,716-74.4% | $82,448-69.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 11.85% | 18.57%-6.7pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $11,351 | $1,511+651.1% | $2,279+398.2% | $2,551+345.0% |
| Participant deferral / active EE | $1,025 | $3,081-66.7% | $4,048-74.7% | $4,139-75.2% |
| Admin fee / account holder | $789 | $6,500-87.9% | $8,703-90.9% | $7,234-89.1% |