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 | $38,079 | $108,919-65.0% | $100,391-62.1% | $145,922-73.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 0.35% | 57.88%-57.5pp | 49.20%-48.9pp | 561.29%-560.9pp |
| Employer contribution / active EE | $5,857 | $4,419+32.5% | $3,942+48.6% | $4,660+25.7% |
| Participant deferral / active EE | $206 | $8,445-97.6% | $8,082-97.5% | $6,688-96.9% |
| Admin fee / account holder | $1,102 | $9,689-88.6% | $7,899-86.1% | $13,397-91.8% |