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 | $34,248 | $73,933-53.7% | $96,683-64.6% | $75,163-54.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 12.35% | 26.70%-14.3pp | 35.69%-23.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,911 | $2,928-34.7% | $3,737-48.9% | $2,670-28.4% |
| Participant deferral / active EE | $638 | $3,659-82.6% | $4,878-86.9% | $4,125-84.5% |
| Admin fee / account holder | $434 | $5,216-91.7% | $6,730-93.5% | $5,651-92.3% |