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 | $77,597 | $185,822-58.2% | $169,993-54.4% | $139,434-44.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.77% | 60.50%-58.7pp | 53.37%-51.6pp | 372.94%-371.2pp |
| Employer contribution / active EE | $3,221 | $7,590-57.6% | $6,785-52.5% | $4,751-32.2% |
| Participant deferral / active EE | $1,783 | $11,622-84.7% | $10,408-82.9% | $6,710-73.4% |
| Admin fee / account holder | $502 | $15,381-96.7% | $12,815-96.1% | $11,403-95.6% |