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 | $106,781 | $65,685+62.6% | $57,179+86.7% | $273,961-61.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -2.15% | 21.99%-24.1pp | 14.59%-16.7pp | 41.45%-43.6pp |
| Employer contribution / active EE | $8,412 | $3,279+156.6% | $2,682+213.6% | $4,869+72.8% |
| Participant deferral / active EE | $226 | $3,782-94.0% | $3,096-92.7% | $5,287-95.7% |
| Admin fee / account holder | $37,838 | $4,835+682.7% | $3,139+1105.4% | $10,132+273.5% |