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 | $40,369 | $124,281-67.5% | $109,143-63.0% | $167,490-75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.19% | 26.04%-18.9pp | 25.75%-18.6pp | 478.56%-471.4pp |
| Employer contribution / active EE | $18,855 | $4,207+348.1% | $3,722+406.6% | $4,837+289.8% |
| Participant deferral / active EE | $77 | $5,255-98.5% | $4,653-98.3% | $6,341-98.8% |
| Admin fee / account holder | $40,843 | $7,970+412.5% | $6,752+504.9% | $12,309+231.8% |