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 | $107,007 | $217,402-50.8% | $185,823-42.4% | $167,490-36.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.74% | 148.36%-139.6pp | 122.05%-113.3pp | 478.56%-469.8pp |
| Employer contribution / active EE | $7,935 | $5,873+35.1% | $5,167+53.6% | $4,837+64.0% |
| Participant deferral / active EE | $67 | $6,356-98.9% | $5,568-98.8% | $6,341-98.9% |
| Admin fee / account holder | $13,345 | $19,811-32.6% | $16,237-17.8% | $12,309+8.4% |