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 | $74,518 | $209,411-64.4% | $178,490-58.3% | $158,922-53.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.97% | 188.75%-182.8pp | 151.07%-145.1pp | 302.83%-296.9pp |
| Employer contribution / active EE | $2,036 | $5,706-64.3% | $5,011-59.4% | $4,761-57.2% |
| Participant deferral / active EE | $1,559 | $5,954-73.8% | $5,202-70.0% | $5,982-73.9% |
| Admin fee / account holder | $11,062 | $17,074-35.2% | $13,984-20.9% | $11,246-1.6% |