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 | $41,415 | $157,256-73.7% | $141,162-70.7% | $152,861-72.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 3.71% | 64.32%-60.6pp | 71.39%-67.7pp | 345.32%-341.6pp |
| Employer contribution / active EE | $3,374 | $5,261-35.9% | $4,735-28.7% | $4,762-29.2% |
| Participant deferral / active EE | $600 | $7,109-91.6% | $6,709-91.1% | $5,850-89.7% |
| Admin fee / account holder | $787 | $12,120-93.5% | $10,261-92.3% | $11,596-93.2% |