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 | $118,045 | $152,587-22.6% | $125,175-5.7% | $152,861-22.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.67% | 54.84%-51.2pp | 43.79%-40.1pp | 345.32%-341.7pp |
| Employer contribution / active EE | $1,292 | $4,946-73.9% | $3,865-66.6% | $4,762-72.9% |
| Participant deferral / active EE | $1,730 | $5,868-70.5% | $4,937-65.0% | $5,850-70.4% |
| Admin fee / account holder | $946 | $13,434-93.0% | $9,702-90.2% | $11,596-91.8% |