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 | $69,352 | $80,812-14.2% | $160,784-56.9% | $82,448-15.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 12.07% | 100.59%-88.5pp | 1803.92%-1791.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $5,359 | $2,174+146.5% | $3,733+43.6% | $2,551+110.1% |
| Participant deferral / active EE | $846 | $4,335-80.5% | $6,293-86.6% | $4,139-79.6% |
| Admin fee / account holder | $3,187 | $7,695-58.6% | $9,717-67.2% | $7,234-55.9% |