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 | $32,226 | $214,378-85.0% | $200,582-83.9% | $142,382-77.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 6.65% | 46.41%-39.8pp | 42.33%-35.7pp | 217.08%-210.4pp |
| Employer contribution / active EE | $12,468 | $6,841+82.2% | $6,419+94.2% | $4,299+190.0% |
| Participant deferral / active EE | $1,200 | $9,865-87.8% | $9,331-87.1% | $6,507-81.6% |
| Admin fee / account holder | $36,518 | $17,692+106.4% | $16,305+124.0% | $12,624+189.3% |