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 | $68,762 | $115,882-40.7% | $100,516-31.6% | $158,922-56.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 4.97% | 34.79%-29.8pp | 30.89%-25.9pp | 302.83%-297.9pp |
| Employer contribution / active EE | $2,834 | $4,103-30.9% | $3,418-17.1% | $4,761-40.5% |
| Participant deferral / active EE | $1,060 | $6,674-84.1% | $6,270-83.1% | $5,982-82.3% |
| Admin fee / account holder | $1,631 | $10,995-85.2% | $8,081-79.8% | $11,246-85.5% |