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 | $214,378-53.2% | $200,582-50.0% | $142,382-29.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.85% | 46.41%-37.6pp | 42.33%-33.5pp | 217.08%-208.2pp |
| Employer contribution / active EE | $3,697 | $6,841-46.0% | $6,419-42.4% | $4,299-14.0% |
| Participant deferral / active EE | $2,372 | $9,865-76.0% | $9,331-74.6% | $6,507-63.6% |
| Admin fee / account holder | $553 | $17,692-96.9% | $16,305-96.6% | $12,624-95.6% |