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 | $102,925 | $183,519-43.9% | $155,509-33.8% | $145,922-29.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.41% | 61.17%-54.8pp | 64.67%-58.3pp | 561.29%-554.9pp |
| Employer contribution / active EE | $5,626 | $5,313+5.9% | $4,672+20.4% | $4,660+20.7% |
| Participant deferral / active EE | $1,569 | $6,462-75.7% | $5,626-72.1% | $6,688-76.5% |
| Admin fee / account holder | $4,086 | $19,313-78.8% | $15,912-74.3% | $13,397-69.5% |