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 5-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 | $95,901 | $114,381-16.2% | $107,525-10.8% | $142,382-32.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 7.45% | 242.71%-235.3pp | 181.32%-173.9pp | 217.08%-209.6pp |
| Employer contribution / active EE | $5,763 | $4,015+43.5% | $3,754+53.5% | $4,299+34.0% |
| Participant deferral / active EE | $233 | $5,564-95.8% | $5,116-95.4% | $6,507-96.4% |
| Admin fee / account holder | $488 | $9,860-95.1% | $8,919-94.5% | $12,624-96.1% |