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 | $20,447 | $58,927-65.3% | $76,817-73.4% | $72,985-72.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 11.66% | 2305.64%-2294.0pp | 1166.11%-1154.4pp | 81.00%-69.3pp |
| Employer contribution / active EE | $2,717 | $1,787+52.1% | $2,302+18.0% | $2,440+11.4% |
| Participant deferral / active EE | $741 | $2,690-72.5% | $3,336-77.8% | $3,607-79.5% |
| Admin fee / account holder | $5,044 | $4,013+25.7% | $6,420-21.4% | $5,124-1.6% |