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 | $238,441 | $178,174+33.8% | $156,181+52.7% | $137,256+73.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.50% | 84.19%-77.7pp | 64.87%-58.4pp | 220.34%-213.8pp |
| Employer contribution / active EE | $5,366 | $4,972+7.9% | $4,294+25.0% | $4,156+29.1% |
| Participant deferral / active EE | $1,690 | $6,888-75.5% | $6,132-72.4% | $6,407-73.6% |
| Admin fee / account holder | $3,205 | $17,404-81.6% | $14,586-78.0% | $12,270-73.9% |