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 6-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 | $49,802 | $53,127-6.3% | $86,590-42.5% | $70,131-29.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 3.32% | 27.66%-24.3pp | 964.84%-961.5pp | 73.14%-69.8pp |
| Employer contribution / active EE | $2,795 | $2,068+35.1% | $2,839-1.6% | $2,342+19.3% |
| Participant deferral / active EE | $506 | $2,696-81.2% | $3,609-86.0% | $3,332-84.8% |
| Admin fee / account holder | $750 | $3,585-79.1% | $4,906-84.7% | $4,645-83.9% |