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 | $48,081 | $185,822-74.1% | $169,993-71.7% | $139,434-65.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.66% | 60.50%-50.8pp | 53.37%-43.7pp | 372.94%-363.3pp |
| Employer contribution / active EE | $5,209 | $7,590-31.4% | $6,785-23.2% | $4,751+9.6% |
| Participant deferral / active EE | $1,463 | $11,622-87.4% | $10,408-85.9% | $6,710-78.2% |
| Admin fee / account holder | $22,063 | $15,381+43.4% | $12,815+72.2% | $11,403+93.5% |