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 | $50,375 | $59,101-14.8% | $77,163-34.7% | $75,163-33.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.12% | 26.71%-19.6pp | 37.87%-30.8pp | 160.62%-153.5pp |
| Employer contribution / active EE | $12,308 | $1,995+516.9% | $2,535+385.5% | $2,670+361.0% |
| Participant deferral / active EE | $643 | $2,999-78.6% | $3,833-83.2% | $4,125-84.4% |
| Admin fee / account holder | $3,283 | $4,774-31.2% | $5,472-40.0% | $5,651-41.9% |