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 | $71,889 | $107,334-33.0% | $92,893-22.6% | $152,861-53.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.76% | 145.58%-140.8pp | 109.41%-104.6pp | 345.32%-340.6pp |
| Employer contribution / active EE | $2,254 | $4,221-46.6% | $3,653-38.3% | $4,762-52.7% |
| Participant deferral / active EE | $962 | $4,845-80.1% | $4,236-77.3% | $5,850-83.6% |
| Admin fee / account holder | $2,629 | $7,079-62.9% | $5,794-54.6% | $11,596-77.3% |