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 | $162,100 | $88,707+82.7% | $74,183+118.5% | $273,961-40.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.59% | 11.94%-10.3pp | 17.74%-16.1pp | 41.45%-39.9pp |
| Employer contribution / active EE | $12,500 | $3,159+295.7% | $2,370+427.4% | $4,869+156.7% |
| Participant deferral / active EE | $255 | $4,212-93.9% | $3,550-92.8% | $5,287-95.2% |
| Admin fee / account holder | $2,990 | $8,717-65.7% | $5,586-46.5% | $10,132-70.5% |