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 | $49,166 | $148,978-67.0% | $200,582-75.5% | $84,808-42.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.46% | 28.16%-15.7pp | 42.33%-29.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,694 | $4,815-64.8% | $6,419-73.6% | $2,631-35.6% |
| Participant deferral / active EE | $1,755 | $7,142-75.4% | $9,331-81.2% | $4,212-58.3% |
| Admin fee / account holder | $2,101 | $13,977-85.0% | $16,305-87.1% | $7,344-71.4% |