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 | $51,474 | $109,817-53.1% | $98,442-47.7% | $167,490-69.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.56% | 1956.69%-1948.1pp | 1492.73%-1484.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,500 | $3,224-22.5% | $2,960-15.5% | $4,837-48.3% |
| Participant deferral / active EE | $819 | $4,673-82.5% | $4,276-80.8% | $6,341-87.1% |
| Admin fee / account holder | $11,281 | $6,753+67.1% | $5,949+89.6% | $12,309-8.4% |