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 | $49,745 | $81,208-38.7% | $98,907-49.7% | $79,858-37.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 3.76% | 60.99%-57.2pp | 196.43%-192.7pp | 31.71%-28.0pp |
| Employer contribution / active EE | $3,704 | $1,960+89.0% | $2,689+37.7% | $2,471+49.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,771 | $6,013-70.5% | $6,642-73.3% | $5,306-66.6% |