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 | $55,023 | $106,515-48.3% | $96,683-43.1% | $139,434-60.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 1.03% | 38.43%-37.4pp | 35.69%-34.7pp | 372.94%-371.9pp |
| Employer contribution / active EE | $9,649 | $4,103+135.2% | $3,737+158.2% | $4,751+103.1% |
| Participant deferral / active EE | $294 | $5,454-94.6% | $4,878-94.0% | $6,710-95.6% |
| Admin fee / account holder | $64,188 | $7,877+714.9% | $6,730+853.8% | $11,403+462.9% |