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 | $27,017 | $76,367-64.6% | $93,606-71.1% | $72,985-63.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 9.42% | 25.82%-16.4pp | 32.76%-23.3pp | 81.00%-71.6pp |
| Employer contribution / active EE | $1,544 | $2,275-32.1% | $2,718-43.2% | $2,440-36.7% |
| Participant deferral / active EE | $764 | $3,538-78.4% | $4,069-81.2% | $3,607-78.8% |
| Admin fee / account holder | $3,696 | $6,838-46.0% | $7,888-53.1% | $5,124-27.9% |