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 | $112,885 | $214,378-47.3% | $200,582-43.7% | $142,382-20.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.60% | 46.41%-39.8pp | 42.33%-35.7pp | 217.08%-210.5pp |
| Employer contribution / active EE | $3,754 | $6,841-45.1% | $6,419-41.5% | $4,299-12.7% |
| Participant deferral / active EE | $1,576 | $9,865-84.0% | $9,331-83.1% | $6,507-75.8% |
| Admin fee / account holder | $8,375 | $17,692-52.7% | $16,305-48.6% | $12,624-33.7% |