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 | $92,970 | $210,648-55.9% | $177,989-47.8% | $145,922-36.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.13% | 385.86%-380.7pp | 294.48%-289.4pp | 561.29%-556.2pp |
| Employer contribution / active EE | $6,732 | $4,565+47.5% | $3,949+70.5% | $4,660+44.5% |
| Participant deferral / active EE | $950 | $6,958-86.3% | $6,276-84.9% | $6,688-85.8% |
| Admin fee / account holder | $675 | $12,013-94.4% | $10,363-93.5% | $13,397-95.0% |