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 | $123,279 | $118,450+4.1% | $98,439+25.2% | $139,434-11.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 2.99% | 18.94%-15.9pp | 21.16%-18.2pp | 372.94%-369.9pp |
| Employer contribution / active EE | $6,522 | $3,609+80.7% | $3,048+114.0% | $4,751+37.3% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $12,541 | $14,026-10.6% | $8,948+40.2% | $11,403+10.0% |