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 6-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 | $68,969 | $152,587-54.8% | $125,175-44.9% | $152,861-54.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.57% | 54.84%-54.3pp | 43.79%-43.2pp | 345.32%-344.7pp |
| Employer contribution / active EE | $3,119 | $4,946-36.9% | $3,865-19.3% | $4,762-34.5% |
| Participant deferral / active EE | $1,275 | $5,868-78.3% | $4,937-74.2% | $5,850-78.2% |
| Admin fee / account holder | $1,122 | $13,434-91.6% | $9,702-88.4% | $11,596-90.3% |