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 | $35,966 | $46,869-23.3% | $122,332-70.6% | $70,131-48.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 9.41% | 24.22%-14.8pp | 30.27%-20.9pp | 73.14%-63.7pp |
| Employer contribution / active EE | $1,343 | $1,288+4.3% | $4,050-66.9% | $2,342-42.7% |
| Participant deferral / active EE | $463 | $2,166-78.6% | $3,287-85.9% | $3,332-86.1% |
| Admin fee / account holder | $3,119 | $3,322-6.1% | $5,478-43.1% | $4,645-32.9% |