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 | $50,244 | $177,572-71.7% | $154,803-67.5% | $142,382-64.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.47% | 65.07%-61.6pp | 58.88%-55.4pp | 217.08%-213.6pp |
| Employer contribution / active EE | $2,040 | $4,810-57.6% | $4,305-52.6% | $4,299-52.5% |
| Participant deferral / active EE | $855 | $6,272-86.4% | $5,540-84.6% | $6,507-86.9% |
| Admin fee / account holder | $4,077 | $16,786-75.7% | $14,329-71.5% | $12,624-67.7% |