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 | $125,818 | $93,571+34.5% | $135,903-7.4% | $75,163+67.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 2.24% | 30.90%-28.7pp | 68.23%-66.0pp | 160.62%-158.4pp |
| Employer contribution / active EE | $12,829 | $3,537+262.8% | $4,856+164.2% | $2,670+380.5% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $930 | $6,975-86.7% | $10,762-91.4% | $5,651-83.5% |