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 | $74,261 | $179,726-58.7% | $156,263-52.5% | $142,382-47.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.83% | 77.86%-69.0pp | 59.47%-50.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $2,649 | $5,069-47.7% | $4,333-38.9% | $4,299-38.4% |
| Participant deferral / active EE | $907 | $6,956-87.0% | $6,158-85.3% | $6,507-86.1% |
| Admin fee / account holder | $31,082 | $17,272+80.0% | $14,255+118.0% | $12,624+146.2% |