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 | $26,190 | $106,584-75.4% | $101,326-74.2% | $142,382-81.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.03% | 36.93%-26.9pp | 36.82%-26.8pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,794 | $3,956-54.6% | $3,665-51.1% | $4,299-58.3% |
| Participant deferral / active EE | $1,554 | $8,297-81.3% | $7,994-80.6% | $6,507-76.1% |
| Admin fee / account holder | $2,059 | $11,446-82.0% | $11,185-81.6% | $12,624-83.7% |