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 | $30,009 | $72,012-58.3% | $185,823-83.9% | $79,858-62.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.42% | 23.12%-11.7pp | 35.95%-24.5pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,528 | $1,965+79.6% | $4,087-13.7% | $2,471+42.8% |
| Participant deferral / active EE | $693 | $3,779-81.7% | $5,632-87.7% | $3,740-81.5% |
| Admin fee / account holder | $526 | $4,513-88.3% | $9,500-94.5% | $5,306-90.1% |