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 | $88,781 | $113,339-21.7% | $94,993-6.5% | $147,584-39.8% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 3.06% | 20.77%-17.7pp | 27.12%-24.1pp | 578.55%-575.5pp |
| Employer contribution / active EE | $4,667 | $3,160+47.7% | $2,603+79.2% | $4,876-4.3% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,014 | $6,063-83.3% | $4,960-79.6% | $10,885-90.7% |