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 | $89,426 | $111,754-20.0% | $103,333-13.5% | $145,922-38.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.47% | 24.77%-17.3pp | 24.88%-17.4pp | 561.29%-553.8pp |
| Employer contribution / active EE | $12,688 | $4,212+201.2% | $3,868+228.0% | $4,660+172.3% |
| Participant deferral / active EE | $1,308 | $5,619-76.7% | $5,057-74.1% | $6,688-80.4% |
| Admin fee / account holder | $14,888 | $9,750+52.7% | $8,355+78.2% | $13,397+11.1% |