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 | $116,320 | $127,065-8.5% | $113,168+2.8% | $142,382-18.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.00% | 24.03%-19.0pp | 24.27%-19.3pp | 217.08%-212.1pp |
| Employer contribution / active EE | $1,620 | $3,442-52.9% | $2,975-45.5% | $4,299-62.3% |
| Participant deferral / active EE | $1,615 | $5,716-71.8% | $5,107-68.4% | $6,507-75.2% |
| Admin fee / account holder | $833 | $15,736-94.7% | $12,068-93.1% | $12,624-93.4% |