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 | $25,921 | $91,190-71.6% | $178,490-85.5% | $79,858-67.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.07% | 24.19%-18.1pp | 151.07%-145.0pp | 31.71%-25.6pp |
| Employer contribution / active EE | $4,825 | $3,256+48.2% | $5,011-3.7% | $2,471+95.3% |
| Participant deferral / active EE | $169 | $3,236-94.8% | $5,202-96.7% | $3,740-95.5% |
| Admin fee / account holder | $4,764 | $6,751-29.4% | $13,984-65.9% | $5,306-10.2% |