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 | $47,028 | $61,605-23.7% | $112,229-58.1% | $75,163-37.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 1.36% | 28.47%-27.1pp | 30.20%-28.8pp | 160.62%-159.3pp |
| Employer contribution / active EE | $3,127 | $2,015+55.2% | $3,430-8.8% | $2,670+17.1% |
| Participant deferral / active EE | $243 | $3,108-92.2% | $4,798-94.9% | $4,125-94.1% |
| Admin fee / account holder | $1,397 | $4,862-71.3% | $7,748-82.0% | $5,651-75.3% |