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 | $95,612 | $95,453+0.2% | $112,040-14.7% | $82,448+16.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 4.29% | 23.92%-19.6pp | 24.52%-20.2pp | 41.64%-37.4pp |
| Employer contribution / active EE | $4,579 | $2,318+97.6% | $2,954+55.0% | $2,551+79.5% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,377 | $9,013-18.2% | $12,098-39.0% | $7,234+2.0% |