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 | $45,938 | $56,897-19.3% | $84,750-45.8% | $62,891-27.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.74% | 6.30%-4.6pp | 22.78%-21.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $1,446 | $2,400-39.7% | $3,574-59.5% | $2,281-36.6% |
| Participant deferral / active EE | $580 | $2,709-78.6% | $3,712-84.4% | $3,203-81.9% |
| Admin fee / account holder | $3,005 | $3,581-16.1% | $5,332-43.7% | $4,296-30.1% |