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 | $66,426 | $136,307-51.3% | $106,619-37.7% | $273,961-75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.06% | 11.05%-11.0pp | 9.42%-9.4pp | 41.45%-41.4pp |
| Employer contribution / active EE | $2,442 | $5,190-53.0% | $3,947-38.1% | $4,869-49.9% |
| Participant deferral / active EE | $413 | $4,969-91.7% | $3,930-89.5% | $5,287-92.2% |
| Admin fee / account holder | $690 | $8,625-92.0% | $6,418-89.2% | $10,132-93.2% |