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 | $47,100 | $72,492-35.0% | $87,100-45.9% | $72,985-35.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.79% | 24.46%-13.7pp | 28.19%-17.4pp | 81.00%-70.2pp |
| Employer contribution / active EE | $2,593 | $1,894+36.9% | $2,521+2.9% | $2,440+6.3% |
| Participant deferral / active EE | $1,009 | $3,270-69.1% | $4,049-75.1% | $3,607-72.0% |
| Admin fee / account holder | $1,883 | $5,055-62.7% | $7,497-74.9% | $5,124-63.2% |