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 | $25,741 | $85,766-70.0% | $136,294-81.1% | $70,131-63.3% |
| Participation rate | 97.1% | 74.2%+23.0pp | 81.9%+15.2pp | 69.5%+27.6pp |
| Annual return | 2.93% | 31.45%-28.5pp | 5155.94%-5153.0pp | 73.14%-70.2pp |
| Employer contribution / active EE | $2,143 | $2,966-27.8% | $4,695-54.4% | $2,342-8.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $824 | $5,420-84.8% | $9,243-91.1% | $4,645-82.3% |