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 | $49,779 | $94,625-47.4% | $116,228-57.2% | $84,808-41.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 8.43% | 20.40%-12.0pp | 90.06%-81.6pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,612 | $2,347-31.3% | $2,994-46.2% | $2,631-38.7% |
| Participant deferral / active EE | $957 | $3,972-75.9% | $4,953-80.7% | $4,212-77.3% |
| Admin fee / account holder | $3,635 | $10,091-64.0% | $11,989-69.7% | $7,344-50.5% |