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 6-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 | $33,922 | $176,056-80.7% | $159,436-78.7% | $167,490-79.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.16% | 331.75%-331.6pp | 263.57%-263.4pp | 478.56%-478.4pp |
| Employer contribution / active EE | $12,635 | $5,297+138.5% | $4,829+161.6% | $4,837+161.2% |
| Participant deferral / active EE | $200 | $7,750-97.4% | $7,352-97.3% | $6,341-96.8% |
| Admin fee / account holder | $1,514 | $12,554-87.9% | $10,799-86.0% | $12,309-87.7% |