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 | $24,255 | $84,233-71.2% | $170,442-85.8% | $70,131-65.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.01% | 23.06%-17.1pp | 205.93%-199.9pp | 73.14%-67.1pp |
| Employer contribution / active EE | $4,005 | $3,387+18.2% | $5,433-26.3% | $2,342+71.0% |
| Participant deferral / active EE | $13 | $3,086-99.6% | $4,939-99.7% | $3,332-99.6% |
| Admin fee / account holder | $2,721 | $5,698-52.2% | $13,880-80.4% | $4,645-41.4% |