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 | $86,220 | $100,041-13.8% | $149,718-42.4% | $70,131+22.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.26% | 27.43%-16.2pp | 1501.63%-1490.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,993 | $3,662-45.6% | $5,445-63.4% | $2,342-14.9% |
| Participant deferral / active EE | $1,887 | $4,983-62.1% | $6,569-71.3% | $3,332-43.4% |
| Admin fee / account holder | $13,551 | $8,286+63.5% | $11,283+20.1% | $4,645+191.7% |