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 | $66,646 | $78,672-15.3% | $109,143-38.9% | $85,850-22.4% |
| Participation rate | 88.0% | 68.3%+19.7pp | 75.9%+12.1pp | 69.3%+18.7pp |
| Annual return | 0.88% | 25.09%-24.2pp | 25.75%-24.9pp | 318.53%-317.7pp |
| Employer contribution / active EE | $2,386 | $2,735-12.8% | $3,722-35.9% | $2,565-7.0% |
| Participant deferral / active EE | $813 | $3,467-76.5% | $4,653-82.5% | $3,952-79.4% |
| Admin fee / account holder | $3,353 | $5,469-38.7% | $6,752-50.3% | $6,260-46.4% |