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 | $38,565 | $153,772-74.9% | $133,980-71.2% | $273,961-85.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -26.62% | 36.51%-63.1pp | 29.30%-55.9pp | 41.45%-68.1pp |
| Employer contribution / active EE | $1,310 | $6,029-78.3% | $5,211-74.9% | $4,869-73.1% |
| Participant deferral / active EE | $2,250 | $6,958-67.7% | $6,282-64.2% | $5,287-57.4% |
| Admin fee / account holder | $1,375 | $11,765-88.3% | $9,324-85.3% | $10,132-86.4% |