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 | $62,954 | $52,279+20.4% | $89,391-29.6% | $79,858-21.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 6.65% | 22.16%-15.5pp | 245.62%-239.0pp | 31.71%-25.1pp |
| Employer contribution / active EE | $833 | $1,572-47.0% | $2,586-67.8% | $2,471-66.3% |
| Participant deferral / active EE | $370 | $2,740-86.5% | $3,890-90.5% | $3,740-90.1% |
| Admin fee / account holder | $2,071 | $3,356-38.3% | $4,881-57.6% | $5,306-61.0% |