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 | $35,203 | $77,419-54.5% | $69,455-49.3% | $152,861-77.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 4.43% | 39.06%-34.6pp | 28.97%-24.5pp | 345.32%-340.9pp |
| Employer contribution / active EE | $748 | $3,315-77.5% | $2,779-73.1% | $4,762-84.3% |
| Participant deferral / active EE | $444 | $4,414-89.9% | $3,535-87.4% | $5,850-92.4% |
| Admin fee / account holder | $3,596 | $6,207-42.1% | $3,839-6.3% | $11,596-69.0% |