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 | $72,910 | $228,332-68.1% | $185,823-60.8% | $158,922-54.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.10% | 40.80%-40.9pp | 35.95%-36.1pp | 302.83%-302.9pp |
| Employer contribution / active EE | $14,902 | $4,967+200.0% | $4,087+264.6% | $4,761+213.0% |
| Participant deferral / active EE | $226 | $6,415-96.5% | $5,632-96.0% | $5,982-96.2% |
| Admin fee / account holder | $408 | $11,864-96.6% | $9,500-95.7% | $11,246-96.4% |