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 | $38,003 | $99,341-61.7% | $84,750-55.2% | $273,961-86.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.42% | 22.93%-22.5pp | 22.78%-22.4pp | 41.45%-41.0pp |
| Employer contribution / active EE | $5,731 | $4,214+36.0% | $3,574+60.4% | $4,869+17.7% |
| Participant deferral / active EE | $268 | $4,269-93.7% | $3,712-92.8% | $5,287-94.9% |
| Admin fee / account holder | $27,340 | $6,644+311.5% | $5,332+412.7% | $10,132+169.8% |