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 | $75,579 | $152,587-50.5% | $125,175-39.6% | $152,861-50.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.23% | 54.84%-45.6pp | 43.79%-34.6pp | 345.32%-336.1pp |
| Employer contribution / active EE | $3,559 | $4,946-28.0% | $3,865-7.9% | $4,762-25.3% |
| Participant deferral / active EE | $1,512 | $5,868-74.2% | $4,937-69.4% | $5,850-74.2% |
| Admin fee / account holder | $10,022 | $13,434-25.4% | $9,702+3.3% | $11,596-13.6% |