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 | $169,366 | $111,754+51.6% | $103,333+63.9% | $145,922+16.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.83% | 24.77%-17.9pp | 24.88%-18.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $21,667 | $4,212+414.3% | $3,868+460.2% | $4,660+365.0% |
| Participant deferral / active EE | $361 | $5,619-93.6% | $5,057-92.9% | $6,688-94.6% |
| Admin fee / account holder | $1,321 | $9,750-86.4% | $8,355-84.2% | $13,397-90.1% |