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 | $68,265 | $192,717-64.6% | $142,449-52.1% | $139,434-51.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 9.55% | 17.99%-8.4pp | 19.99%-10.4pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,105 | $5,806-63.8% | $4,847-56.6% | $4,751-55.7% |
| Participant deferral / active EE | $1,633 | $7,208-77.3% | $6,283-74.0% | $6,710-75.7% |
| Admin fee / account holder | $37,282 | $15,124+146.5% | $10,011+272.4% | $11,403+227.0% |