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 | $21,483 | $95,266-77.4% | $82,389-73.9% | $142,382-84.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 3.00% | 25.74%-22.7pp | 28.67%-25.7pp | 217.08%-214.1pp |
| Employer contribution / active EE | $5,984 | $2,991+100.1% | $2,517+137.8% | $4,299+39.2% |
| Participant deferral / active EE | $369 | $4,809-92.3% | $4,155-91.1% | $6,507-94.3% |
| Admin fee / account holder | $3,812 | $8,563-55.5% | $7,231-47.3% | $12,624-69.8% |