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 | $45,129 | $153,772-70.7% | $133,980-66.3% | $273,961-83.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.81% | 36.51%-33.7pp | 29.30%-26.5pp | 41.45%-38.6pp |
| Employer contribution / active EE | $4,237 | $6,029-29.7% | $5,211-18.7% | $4,869-13.0% |
| Participant deferral / active EE | $1,358 | $6,958-80.5% | $6,282-78.4% | $5,287-74.3% |
| Admin fee / account holder | $1,054 | $11,765-91.0% | $9,324-88.7% | $10,132-89.6% |