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 | $50,620 | $77,419-34.6% | $69,455-27.1% | $152,861-66.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 3.97% | 39.06%-35.1pp | 28.97%-25.0pp | 345.32%-341.3pp |
| Employer contribution / active EE | $7,000 | $3,315+111.1% | $2,779+151.9% | $4,762+47.0% |
| Participant deferral / active EE | $267 | $4,414-94.0% | $3,535-92.5% | $5,850-95.4% |
| Admin fee / account holder | $1,035 | $6,207-83.3% | $3,839-73.0% | $11,596-91.1% |