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 | $94,353 | $157,256-40.0% | $141,162-33.2% | $152,861-38.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 9.04% | 64.32%-55.3pp | 71.39%-62.3pp | 345.32%-336.3pp |
| Employer contribution / active EE | $13,244 | $5,261+151.7% | $4,735+179.7% | $4,762+178.1% |
| Participant deferral / active EE | $1,333 | $7,109-81.2% | $6,709-80.1% | $5,850-77.2% |
| Admin fee / account holder | $452 | $12,120-96.3% | $10,261-95.6% | $11,596-96.1% |