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 9-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 | $42,752 | $53,018-19.4% | $70,014-38.9% | $62,891-32.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 3.87% | 13.35%-9.5pp | 12.99%-9.1pp | 20.14%-16.3pp |
| Employer contribution / active EE | $4,688 | $1,799+160.6% | $2,338+100.5% | $2,281+105.5% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $679 | $3,690-81.6% | $4,380-84.5% | $4,296-84.2% |