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 | $76,712 | $109,359-29.9% | $162,163-52.7% | $72,985+5.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 13.48% | 25.46%-12.0pp | 115.59%-102.1pp | 81.00%-67.5pp |
| Employer contribution / active EE | $1,964 | $3,907-49.7% | $5,614-65.0% | $2,440-19.5% |
| Participant deferral / active EE | $1,262 | $5,481-77.0% | $7,298-82.7% | $3,607-65.0% |
| Admin fee / account holder | $2,671 | $7,972-66.5% | $10,843-75.4% | $5,124-47.9% |