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 | $222,920 | $176,056+26.6% | $159,436+39.8% | $167,490+33.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.38% | 331.75%-331.4pp | 263.57%-263.2pp | 478.56%-478.2pp |
| Employer contribution / active EE | $14,166 | $5,297+167.4% | $4,829+193.3% | $4,837+192.8% |
| Participant deferral / active EE | $217 | $7,750-97.2% | $7,352-97.1% | $6,341-96.6% |
| Admin fee / account holder | $9,896 | $12,554-21.2% | $10,799-8.4% | $12,309-19.6% |