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 | $209,336-68.3% | $197,124-66.3% | $137,256-51.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 11.63% | 48.09%-36.5pp | 44.34%-32.7pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,484 | $6,591-62.3% | $6,227-60.1% | $4,156-40.2% |
| Participant deferral / active EE | $1,005 | $9,614-89.5% | $9,135-89.0% | $6,407-84.3% |
| Admin fee / account holder | $5,742 | $17,308-66.8% | $16,298-64.8% | $12,270-53.2% |