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 | $87,709 | $78,422+11.8% | $95,952-8.6% | $79,858+9.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.32% | 19.37%-11.1pp | 91.61%-83.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $7,143 | $1,945+267.2% | $2,541+181.1% | $2,471+189.1% |
| Participant deferral / active EE | $530 | $3,440-84.6% | $4,167-87.3% | $3,740-85.8% |
| Admin fee / account holder | $2,157 | $5,622-61.6% | $6,795-68.3% | $5,306-59.3% |