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 | $157,151 | $102,828+52.8% | $105,387+49.1% | $152,861+2.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.89% | 20.85%-17.0pp | 26.82%-22.9pp | 345.32%-341.4pp |
| Employer contribution / active EE | $6,090 | $4,473+36.2% | $4,213+44.5% | $4,762+27.9% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,797 | $8,683-67.8% | $6,559-57.4% | $11,596-75.9% |