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 | $95,408 | $209,832-54.5% | $189,513-49.7% | $167,490-43.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.51% | 748.27%-742.8pp | 555.15%-549.6pp | 478.56%-473.1pp |
| Employer contribution / active EE | $2,402 | $6,914-65.3% | $6,162-61.0% | $4,837-50.3% |
| Participant deferral / active EE | $3,101 | $8,935-65.3% | $8,221-62.3% | $6,341-51.1% |
| Admin fee / account holder | $2,833 | $14,293-80.2% | $12,045-76.5% | $12,309-77.0% |