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 | $124,425-6.5% | $112,040+3.8% | $137,256-15.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 5.00% | 24.72%-19.7pp | 24.52%-19.5pp | 220.34%-215.3pp |
| Employer contribution / active EE | $1,620 | $3,411-52.5% | $2,954-45.1% | $4,156-61.0% |
| Participant deferral / active EE | $1,615 | $5,718-71.8% | $5,098-68.3% | $6,407-74.8% |
| Admin fee / account holder | $833 | $15,207-94.5% | $12,098-93.1% | $12,270-93.2% |