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 | $63,823 | $87,013-26.7% | $106,213-39.9% | $80,856-21.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 8.13% | 17.05%-8.9pp | 116.14%-108.0pp | 35.59%-27.5pp |
| Employer contribution / active EE | $6,861 | $2,395+186.4% | $3,171+116.3% | $2,755+149.1% |
| Participant deferral / active EE | $875 | $3,986-78.1% | $5,016-82.6% | $4,296-79.6% |
| Admin fee / account holder | $1,749 | $8,431-79.3% | $11,033-84.1% | $6,918-74.7% |