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 | $48,459 | $87,841-44.8% | $133,980-63.8% | $62,891-22.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 0.31% | 12.05%-11.7pp | 29.30%-29.0pp | 20.14%-19.8pp |
| Employer contribution / active EE | $1,744 | $3,483-49.9% | $5,211-66.5% | $2,281-23.6% |
| Participant deferral / active EE | $1,903 | $4,812-60.4% | $6,282-69.7% | $3,203-40.6% |
| Admin fee / account holder | $8,225 | $5,371+53.1% | $9,324-11.8% | $4,296+91.5% |