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 | $37,272 | $62,672-40.5% | $185,117-79.9% | $70,131-46.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 12.38% | 40.79%-28.4pp | 40.50%-28.1pp | 73.14%-60.8pp |
| Employer contribution / active EE | $6,881 | $1,753+292.5% | $4,182+64.6% | $2,342+193.8% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,989 | $3,932+52.3% | $8,159-26.6% | $4,645+28.9% |