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 | $98,534 | $98,750-0.2% | $149,696-34.2% | $79,858+23.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.21% | 27.43%-22.2pp | 276.60%-271.4pp | 31.71%-26.5pp |
| Employer contribution / active EE | $5,605 | $3,216+74.3% | $4,644+20.7% | $2,471+126.8% |
| Participant deferral / active EE | $2,319 | $5,680-59.2% | $6,842-66.1% | $3,740-38.0% |
| Admin fee / account holder | $6,361 | $6,053+5.1% | $9,309-31.7% | $5,306+19.9% |