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 | $107,970 | $115,882-6.8% | $100,516+7.4% | $158,922-32.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.36% | 34.79%-31.4pp | 30.89%-27.5pp | 302.83%-299.5pp |
| Employer contribution / active EE | $1,281 | $4,103-68.8% | $3,418-62.5% | $4,761-73.1% |
| Participant deferral / active EE | $1,543 | $6,674-76.9% | $6,270-75.4% | $5,982-74.2% |
| Admin fee / account holder | $44,973 | $10,995+309.0% | $8,081+456.5% | $11,246+299.9% |