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 | $152,799 | $107,334+42.4% | $92,893+64.5% | $152,8610% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.12% | 145.58%-141.5pp | 109.41%-105.3pp | 345.32%-341.2pp |
| Employer contribution / active EE | $1,906 | $4,221-54.9% | $3,653-47.8% | $4,762-60.0% |
| Participant deferral / active EE | $1,276 | $4,845-73.7% | $4,236-69.9% | $5,850-78.2% |
| Admin fee / account holder | $3,954 | $7,079-44.2% | $5,794-31.8% | $11,596-65.9% |