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 | $63,494 | $111,754-43.2% | $103,333-38.6% | $145,922-56.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.83% | 24.77%-16.9pp | 24.88%-17.1pp | 561.29%-553.5pp |
| Employer contribution / active EE | $8,179 | $4,212+94.2% | $3,868+111.5% | $4,660+75.5% |
| Participant deferral / active EE | $1,167 | $5,619-79.2% | $5,057-76.9% | $6,688-82.6% |
| Admin fee / account holder | $5,425 | $9,750-44.4% | $8,355-35.1% | $13,397-59.5% |