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 | $19,917 | $72,012-72.3% | $185,823-89.3% | $79,858-75.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.53% | 23.12%-11.6pp | 35.95%-24.4pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,623 | $1,965-17.4% | $4,087-60.3% | $2,471-34.3% |
| Participant deferral / active EE | $1,160 | $3,779-69.3% | $5,632-79.4% | $3,740-69.0% |
| Admin fee / account holder | $1,967 | $4,513-56.4% | $9,500-79.3% | $5,306-62.9% |