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 | $54,640 | $64,324-15.1% | $118,925-54.1% | $79,858-31.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 3.72% | 86.45%-82.7pp | 35.88%-32.2pp | 31.71%-28.0pp |
| Employer contribution / active EE | $2,099 | $1,836+14.3% | $3,263-35.7% | $2,471-15.1% |
| Participant deferral / active EE | $152 | $2,824-94.6% | $4,265-96.4% | $3,740-95.9% |
| Admin fee / account holder | $1,450 | $4,040-64.1% | $6,581-78.0% | $5,306-72.7% |