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 | $74,927-66.3% | $101,794-75.2% | $84,808-70.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 11.85% | 18.70%-6.8pp | 30.53%-18.7pp | 40.90%-29.0pp |
| Employer contribution / active EE | $11,351 | $1,522+645.9% | $2,289+395.9% | $2,631+331.4% |
| Participant deferral / active EE | $1,025 | $3,099-66.9% | $4,084-74.9% | $4,212-75.7% |
| Admin fee / account holder | $789 | $6,514-87.9% | $8,777-91.0% | $7,344-89.3% |