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 | $28,876 | $77,419-62.7% | $69,455-58.4% | $152,861-81.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 5.49% | 39.06%-33.6pp | 28.97%-23.5pp | 345.32%-339.8pp |
| Employer contribution / active EE | $2,470 | $3,315-25.5% | $2,779-11.1% | $4,762-48.1% |
| Participant deferral / active EE | $607 | $4,414-86.2% | $3,535-82.8% | $5,850-89.6% |
| Admin fee / account holder | $652 | $6,207-89.5% | $3,839-83.0% | $11,596-94.4% |