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 | $242,484 | $117,841+105.8% | $102,423+136.7% | $145,922+66.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 5.22% | 31.65%-26.4pp | 29.32%-24.1pp | 561.29%-556.1pp |
| Employer contribution / active EE | $3,429 | $3,615-5.1% | $3,023+13.4% | $4,660-26.4% |
| Participant deferral / active EE | $505 | $5,731-91.2% | $5,053-90.0% | $6,688-92.4% |
| Admin fee / account holder | $450 | $13,326-96.6% | $9,451-95.2% | $13,397-96.6% |