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 | $29,168 | $150,440-80.6% | $136,294-78.6% | $147,584-80.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 10.04% | 1049.08%-1039.0pp | 5155.94%-5145.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,130 | $5,256-78.5% | $4,695-75.9% | $4,876-76.8% |
| Participant deferral / active EE | $1,581 | $6,630-76.2% | $6,247-74.7% | $5,439-70.9% |
| Admin fee / account holder | $21,682 | $10,905+98.8% | $9,243+134.6% | $10,885+99.2% |