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 | $100,340 | $209,336-52.1% | $197,124-49.1% | $137,256-26.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.85% | 48.09%-39.2pp | 44.34%-35.5pp | 220.34%-211.5pp |
| Employer contribution / active EE | $3,697 | $6,591-43.9% | $6,227-40.6% | $4,156-11.0% |
| Participant deferral / active EE | $2,372 | $9,614-75.3% | $9,135-74.0% | $6,407-63.0% |
| Admin fee / account holder | $553 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |