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 | $34,995 | $106,515-67.1% | $96,683-63.8% | $139,434-74.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 10.50% | 38.43%-27.9pp | 35.69%-25.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $4,000 | $4,103-2.5% | $3,737+7.0% | $4,751-15.8% |
| Participant deferral / active EE | $1,080 | $5,454-80.2% | $4,878-77.9% | $6,710-83.9% |
| Admin fee / account holder | $3,785 | $7,877-51.9% | $6,730-43.7% | $11,403-66.8% |