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 | $38,668 | $72,277-46.5% | $101,248-61.8% | $79,858-51.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -1.66% | 22.30%-24.0pp | 46.47%-48.1pp | 31.71%-33.4pp |
| Employer contribution / active EE | $3,390 | $2,692+26.0% | $3,660-7.4% | $2,471+37.2% |
| Participant deferral / active EE | $279 | $3,282-91.5% | $4,370-93.6% | $3,740-92.5% |
| Admin fee / account holder | $1,561 | $4,400-64.5% | $5,945-73.7% | $5,306-70.6% |