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 | $127,327 | $89,355+42.5% | $141,162-9.8% | $72,985+74.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 1.86% | 111.85%-110.0pp | 71.39%-69.5pp | 81.00%-79.1pp |
| Employer contribution / active EE | $6,719 | $3,114+115.7% | $4,735+41.9% | $2,440+175.4% |
| Participant deferral / active EE | $1,253 | $5,418-76.9% | $6,709-81.3% | $3,607-65.3% |
| Admin fee / account holder | $398 | $5,958-93.3% | $10,261-96.1% | $5,124-92.2% |