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 | $56,780 | $99,341-42.8% | $84,750-33.0% | $273,961-79.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.50% | 22.93%-24.4pp | 22.78%-24.3pp | 41.45%-43.0pp |
| Employer contribution / active EE | $1,671 | $4,214-60.3% | $3,574-53.2% | $4,869-65.7% |
| Participant deferral / active EE | $214 | $4,269-95.0% | $3,712-94.2% | $5,287-95.9% |
| Admin fee / account holder | $1,658 | $6,644-75.0% | $5,332-68.9% | $10,132-83.6% |