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 | $40,155 | $88,707-54.7% | $74,183-45.9% | $273,961-85.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.39% | 11.94%-12.3pp | 17.74%-18.1pp | 41.45%-41.8pp |
| Employer contribution / active EE | $4,286 | $3,159+35.7% | $2,370+80.8% | $4,869-12.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,862 | $8,717-78.6% | $5,586-66.7% | $10,132-81.6% |