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 | $117,223 | $214,378-45.3% | $200,582-41.6% | $142,382-17.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.03% | 46.41%-35.4pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $8,462 | $6,841+23.7% | $6,419+31.8% | $4,299+96.8% |
| Participant deferral / active EE | $2,329 | $9,865-76.4% | $9,331-75.0% | $6,507-64.2% |
| Admin fee / account holder | $451 | $17,692-97.4% | $16,305-97.2% | $12,624-96.4% |