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 | $37,125 | $104,251-64.4% | $91,001-59.2% | $147,584-74.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 5.02% | 27.06%-22.0pp | 4.60%+0.4pp | 578.55%-573.5pp |
| Employer contribution / active EE | $2,667 | $3,116-14.4% | $2,456+8.6% | $4,876-45.3% |
| Participant deferral / active EE | $543 | $4,195-87.0% | $3,547-84.7% | $5,439-90.0% |
| Admin fee / account holder | $396 | $8,948-95.6% | $5,417-92.7% | $10,885-96.4% |