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 | $59,871 | $214,378-72.1% | $200,582-70.2% | $142,382-58.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.79% | 46.41%-39.6pp | 42.33%-35.5pp | 217.08%-210.3pp |
| Employer contribution / active EE | $3,921 | $6,841-42.7% | $6,419-38.9% | $4,299-8.8% |
| Participant deferral / active EE | $1,210 | $9,865-87.7% | $9,331-87.0% | $6,507-81.4% |
| Admin fee / account holder | $307 | $17,692-98.3% | $16,305-98.1% | $12,624-97.6% |