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 | $16,686 | $62,573-73.3% | $85,682-80.5% | $85,850-80.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 6.99% | 23.77%-16.8pp | 21.49%-14.5pp | 318.53%-311.5pp |
| Employer contribution / active EE | $1,906 | $1,757+8.5% | $2,618-27.2% | $2,565-25.7% |
| Participant deferral / active EE | $937 | $2,802-66.6% | $3,923-76.1% | $3,952-76.3% |
| Admin fee / account holder | $1,402 | $4,640-69.8% | $6,873-79.6% | $6,260-77.6% |