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 | $97,938 | $185,822-47.3% | $169,993-42.4% | $139,434-29.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.76% | 60.50%-56.7pp | 53.37%-49.6pp | 372.94%-369.2pp |
| Employer contribution / active EE | $2,095 | $7,590-72.4% | $6,785-69.1% | $4,751-55.9% |
| Participant deferral / active EE | $736 | $11,622-93.7% | $10,408-92.9% | $6,710-89.0% |
| Admin fee / account holder | $14,026 | $15,381-8.8% | $12,815+9.4% | $11,403+23.0% |