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 | $26,309 | $47,848-45.0% | $81,478-67.7% | $70,131-62.5% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 12.46% | 27.25%-14.8pp | 38.78%-26.3pp | 73.14%-60.7pp |
| Employer contribution / active EE | $3,263 | $1,527+113.6% | $2,568+27.1% | $2,342+39.3% |
| Participant deferral / active EE | $610 | $2,453-75.1% | $3,537-82.7% | $3,332-81.7% |
| Admin fee / account holder | $11,568 | $3,145+267.8% | $4,561+153.6% | $4,645+149.0% |