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 | $74,321 | $107,334-30.8% | $92,893-20.0% | $152,861-51.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.51% | 145.58%-138.1pp | 109.41%-101.9pp | 345.32%-337.8pp |
| Employer contribution / active EE | $9,960 | $4,221+136.0% | $3,653+172.7% | $4,762+109.2% |
| Participant deferral / active EE | $1,156 | $4,845-76.1% | $4,236-72.7% | $5,850-80.2% |
| Admin fee / account holder | $1,544 | $7,079-78.2% | $5,794-73.4% | $11,596-86.7% |