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 | $50,307 | $137,414-63.4% | $189,513-73.5% | $85,850-41.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 11.13% | 38.14%-27.0pp | 555.15%-544.0pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,659 | $4,344-61.8% | $6,162-73.1% | $2,565-35.3% |
| Participant deferral / active EE | $2,022 | $6,260-67.7% | $8,221-75.4% | $3,952-48.8% |
| Admin fee / account holder | $8,256 | $8,630-4.3% | $12,045-31.5% | $6,260+31.9% |