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 | $117,440 | $201,272-41.7% | $184,203-36.2% | $145,922-19.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.55% | 29.00%-22.4pp | 28.81%-22.3pp | 561.29%-554.7pp |
| Employer contribution / active EE | $2,569 | $7,022-63.4% | $6,427-60.0% | $4,660-44.9% |
| Participant deferral / active EE | $2,777 | $9,806-71.7% | $9,131-69.6% | $6,688-58.5% |
| Admin fee / account holder | $12,475 | $16,364-23.8% | $13,901-10.3% | $13,397-6.9% |