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 | $37,178 | $154,228-75.9% | $145,433-74.4% | $137,256-72.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.83% | 74.59%-68.8pp | 66.58%-60.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $2,202 | $4,804-54.2% | $4,554-51.7% | $4,156-47.0% |
| Participant deferral / active EE | $2,298 | $8,216-72.0% | $7,897-70.9% | $6,407-64.1% |
| Admin fee / account holder | $46,905 | $14,344+227.0% | $13,129+257.3% | $12,270+282.3% |