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 | $24,435 | $58,851-58.5% | $115,157-78.8% | $72,985-66.5% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 10.79% | 23.16%-12.4pp | 35.60%-24.8pp | 81.00%-70.2pp |
| Employer contribution / active EE | $2,597 | $1,798+44.4% | $3,179-18.3% | $2,440+6.4% |
| Participant deferral / active EE | $465 | $2,643-82.4% | $4,168-88.8% | $3,607-87.1% |
| Admin fee / account holder | $4,985 | $6,370-21.7% | $7,088-29.7% | $5,124-2.7% |