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 | $161,352-59.1% | $134,172-50.8% | $137,256-51.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 2.98% | 28.72%-25.7pp | 25.30%-22.3pp | 220.34%-217.4pp |
| Employer contribution / active EE | $11,875 | $4,099+189.7% | $3,420+247.2% | $4,156+185.7% |
| Participant deferral / active EE | $420 | $5,552-92.4% | $4,690-91.0% | $6,407-93.4% |
| Admin fee / account holder | $4,205 | $15,028-72.0% | $12,016-65.0% | $12,270-65.7% |