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 | $66,841 | $127,065-47.4% | $113,168-40.9% | $142,382-53.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.84% | 24.03%-18.2pp | 24.27%-18.4pp | 217.08%-211.2pp |
| Employer contribution / active EE | $1,969 | $3,442-42.8% | $2,975-33.8% | $4,299-54.2% |
| Participant deferral / active EE | $444 | $5,716-92.2% | $5,107-91.3% | $6,507-93.2% |
| Admin fee / account holder | $2,939 | $15,736-81.3% | $12,068-75.6% | $12,624-76.7% |