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 | $87,103 | $99,341-12.3% | $84,750+2.8% | $273,961-68.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.25% | 22.93%-25.2pp | 22.78%-25.0pp | 41.45%-43.7pp |
| Employer contribution / active EE | $2,500 | $4,214-40.7% | $3,574-30.1% | $4,869-48.7% |
| Participant deferral / active EE | $866 | $4,269-79.7% | $3,712-76.7% | $5,287-83.6% |
| Admin fee / account holder | $1,353 | $6,644-79.6% | $5,332-74.6% | $10,132-86.6% |