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 | $80,659 | $93,170-13.4% | $100,534-19.8% | $84,808-4.9% |
| Participation rate | 96.0% | 75.8%+20.2pp | 80.6%+15.4pp | 68.3%+27.7pp |
| Annual return | 11.68% | 47.13%-35.4pp | 32.66%-21.0pp | 40.90%-29.2pp |
| Employer contribution / active EE | $16,912 | $3,985+324.4% | $4,346+289.1% | $2,631+542.8% |
| Participant deferral / active EE | $0 | $5,699-100.0% | $6,144-100.0% | $4,212-100.0% |
| Admin fee / account holder | $18,195 | $7,382+146.5% | $7,654+137.7% | $7,344+147.8% |