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 | $32,030 | $79,449-59.7% | $189,557-83.1% | $85,850-62.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 10.77% | 18.45%-7.7pp | 64.17%-53.4pp | 318.53%-307.8pp |
| Employer contribution / active EE | $5,217 | $2,081+150.7% | $4,412+18.2% | $2,565+103.4% |
| Participant deferral / active EE | $529 | $4,051-86.9% | $6,174-91.4% | $3,952-86.6% |
| Admin fee / account holder | $3,132 | $5,377-41.8% | $9,807-68.1% | $6,260-50.0% |