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 | $66,005 | $163,101-59.5% | $136,749-51.7% | $142,382-53.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 2.98% | 27.54%-24.6pp | 24.33%-21.3pp | 217.08%-214.1pp |
| Employer contribution / active EE | $11,875 | $4,117+188.5% | $3,400+249.3% | $4,299+176.2% |
| Participant deferral / active EE | $420 | $5,585-92.5% | $4,692-91.0% | $6,507-93.5% |
| Admin fee / account holder | $4,205 | $14,318-70.6% | $11,386-63.1% | $12,624-66.7% |