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 | $51,243 | $56,317-9.0% | $71,209-28.0% | $74,304-31.0% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 11.84% | 42.83%-31.0pp | 282.51%-270.7pp | 29.43%-17.6pp |
| Employer contribution / active EE | $3,074 | $2,160+42.3% | $2,721+13.0% | $2,241+37.2% |
| Participant deferral / active EE | $199 | $2,788-92.9% | $4,175-95.2% | $3,767-94.7% |
| Admin fee / account holder | $635 | $2,290-72.3% | $5,349-88.1% | $2,969-78.6% |