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 8-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 | $42,914 | $185,822-76.9% | $169,993-74.8% | $139,434-69.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.27% | 60.50%-50.2pp | 53.37%-43.1pp | 372.94%-362.7pp |
| Employer contribution / active EE | $2,472 | $7,590-67.4% | $6,785-63.6% | $4,751-48.0% |
| Participant deferral / active EE | $2,395 | $11,622-79.4% | $10,408-77.0% | $6,710-64.3% |
| Admin fee / account holder | $12,778 | $15,381-16.9% | $12,815-0.3% | $11,403+12.1% |