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 | $62,667 | $112,729-44.4% | $98,716-36.5% | $137,256-54.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.34% | 38.48%-29.1pp | 31.81%-22.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,250 | $2,725-54.1% | $2,279-45.1% | $4,156-69.9% |
| Participant deferral / active EE | $762 | $4,640-83.6% | $4,048-81.2% | $6,407-88.1% |
| Admin fee / account holder | $3,993 | $10,129-60.6% | $8,703-54.1% | $12,270-67.5% |