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 | $43,416 | $51,175-15.2% | $70,515-38.4% | $75,163-42.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 11.40% | 30.02%-18.6pp | 32.77%-21.4pp | 160.62%-149.2pp |
| Employer contribution / active EE | $7,085 | $1,826+288.0% | $2,973+138.3% | $2,670+165.4% |
| Participant deferral / active EE | $169 | $2,849-94.1% | $4,567-96.3% | $4,125-95.9% |
| Admin fee / account holder | $3,831 | $4,091-6.4% | $6,412-40.3% | $5,651-32.2% |