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 | $45,945 | $78,705-41.6% | $117,854-61.0% | $70,131-34.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 5.20% | 23.30%-18.1pp | 335.08%-329.9pp | 73.14%-67.9pp |
| Employer contribution / active EE | $13,315 | $2,223+498.9% | $3,786+251.7% | $2,342+468.4% |
| Participant deferral / active EE | $959 | $3,297-70.9% | $4,482-78.6% | $3,332-71.2% |
| Admin fee / account holder | $4,463 | $5,065-11.9% | $8,020-44.4% | $4,645-3.9% |