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 | $40,613 | $153,772-73.6% | $133,980-69.7% | $273,961-85.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.76% | 36.51%-37.3pp | 29.30%-30.1pp | 41.45%-42.2pp |
| Employer contribution / active EE | $1,953 | $6,029-67.6% | $5,211-62.5% | $4,869-59.9% |
| Participant deferral / active EE | $2,009 | $6,958-71.1% | $6,282-68.0% | $5,287-62.0% |
| Admin fee / account holder | $4,775 | $11,765-59.4% | $9,324-48.8% | $10,132-52.9% |