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 | $66,359 | $214,378-69.0% | $200,582-66.9% | $142,382-53.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.63% | 46.41%-34.8pp | 42.33%-30.7pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,484 | $6,841-63.7% | $6,419-61.3% | $4,299-42.2% |
| Participant deferral / active EE | $1,005 | $9,865-89.8% | $9,331-89.2% | $6,507-84.6% |
| Admin fee / account holder | $5,742 | $17,692-67.5% | $16,305-64.8% | $12,624-54.5% |