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 6-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 | $36,498 | $78,672-53.6% | $109,143-66.6% | $85,850-57.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 9.86% | 25.09%-15.2pp | 25.75%-15.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $7,249 | $2,735+165.1% | $3,722+94.8% | $2,565+182.6% |
| Participant deferral / active EE | $421 | $3,467-87.9% | $4,653-90.9% | $3,952-89.3% |
| Admin fee / account holder | $13,523 | $5,469+147.3% | $6,752+100.3% | $6,260+116.0% |