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 | $124,425-46.3% | $112,040-40.3% | $137,256-51.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.84% | 24.72%-18.9pp | 24.52%-18.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,969 | $3,411-42.3% | $2,954-33.3% | $4,156-52.6% |
| Participant deferral / active EE | $444 | $5,718-92.2% | $5,098-91.3% | $6,407-93.1% |
| Admin fee / account holder | $2,939 | $15,207-80.7% | $12,098-75.7% | $12,270-76.0% |