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 | $34,562 | $99,341-65.2% | $84,750-59.2% | $273,961-87.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.36% | 22.93%-25.3pp | 22.78%-25.1pp | 41.45%-43.8pp |
| Employer contribution / active EE | $5,097 | $4,214+21.0% | $3,574+42.6% | $4,869+4.7% |
| Participant deferral / active EE | $510 | $4,269-88.1% | $3,712-86.3% | $5,287-90.4% |
| Admin fee / account holder | $8,770 | $6,644+32.0% | $5,332+64.5% | $10,132-13.4% |