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 | $210,948 | $127,065+66.0% | $113,168+86.4% | $142,382+48.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 3.41% | 24.03%-20.6pp | 24.27%-20.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $3,333 | $3,442-3.2% | $2,975+12.0% | $4,299-22.5% |
| Participant deferral / active EE | $766 | $5,716-86.6% | $5,107-85.0% | $6,507-88.2% |
| Admin fee / account holder | $7,956 | $15,736-49.4% | $12,068-34.1% | $12,624-37.0% |