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 | $62,031 | $85,766-27.7% | $136,294-54.5% | $70,131-11.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 1.03% | 31.45%-30.4pp | 5155.94%-5154.9pp | 73.14%-72.1pp |
| Employer contribution / active EE | $7,584 | $2,966+155.7% | $4,695+61.5% | $2,342+223.8% |
| Participant deferral / active EE | $307 | $5,051-93.9% | $6,247-95.1% | $3,332-90.8% |
| Admin fee / account holder | $5,900 | $5,420+8.8% | $9,243-36.2% | $4,645+27.0% |