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 5-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 | $76,793 | $91,552-16.1% | $133,956-42.7% | $79,858-3.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.01% | 61.85%-54.8pp | 45.09%-38.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $2,205 | $2,384-7.5% | $3,919-43.7% | $2,471-10.8% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $946 | $6,321-85.0% | $8,927-89.4% | $5,306-82.2% |