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 | $96,338 | $183,963-47.6% | $162,163-40.6% | $152,861-37.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 7.60% | 150.76%-143.2pp | 115.59%-108.0pp | 345.32%-337.7pp |
| Employer contribution / active EE | $25,343 | $6,371+297.8% | $5,614+351.5% | $4,762+432.2% |
| Participant deferral / active EE | $1,727 | $8,034-78.5% | $7,298-76.3% | $5,850-70.5% |
| Admin fee / account holder | $16,883 | $13,121+28.7% | $10,843+55.7% | $11,596+45.6% |