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 | $83,832 | $111,754-25.0% | $103,333-18.9% | $145,922-42.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.63% | 24.77%-18.1pp | 24.88%-18.2pp | 561.29%-554.7pp |
| Employer contribution / active EE | $9,450 | $4,212+124.3% | $3,868+144.3% | $4,660+102.8% |
| Participant deferral / active EE | $412 | $5,619-92.7% | $5,057-91.9% | $6,688-93.8% |
| Admin fee / account holder | $9,618 | $9,750-1.4% | $8,355+15.1% | $13,397-28.2% |