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 | $35,345 | $99,985-64.6% | $146,665-75.9% | $85,850-58.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 8.49% | 18.93%-10.4pp | 22.74%-14.3pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,976 | $2,559-22.8% | $4,136-52.2% | $2,565-23.0% |
| Participant deferral / active EE | $1,804 | $4,006-55.0% | $5,506-67.2% | $3,952-54.4% |
| Admin fee / account holder | $13,717 | $7,702+78.1% | $10,280+33.4% | $6,260+119.1% |