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 | $56,323 | $201,272-72.0% | $184,203-69.4% | $145,922-61.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.58% | 29.00%-19.4pp | 28.81%-19.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,191 | $7,022-68.8% | $6,427-65.9% | $4,660-53.0% |
| Participant deferral / active EE | $1,679 | $9,806-82.9% | $9,131-81.6% | $6,688-74.9% |
| Admin fee / account holder | $2,185 | $16,364-86.6% | $13,901-84.3% | $13,397-83.7% |