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 | $211,835 | $115,770+83.0% | $101,248+109.2% | $158,922+33.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.56% | 56.14%-52.6pp | 46.47%-42.9pp | 302.83%-299.3pp |
| Employer contribution / active EE | $2,112 | $4,175-49.4% | $3,660-42.3% | $4,761-55.6% |
| Participant deferral / active EE | $1,051 | $4,957-78.8% | $4,370-76.0% | $5,982-82.4% |
| Admin fee / account holder | $1,273 | $7,245-82.4% | $5,945-78.6% | $11,246-88.7% |