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 | $31,255 | $217,402-85.6% | $185,823-83.2% | $167,490-81.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.69% | 148.36%-139.7pp | 122.05%-113.4pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,602 | $5,873-55.7% | $5,167-49.6% | $4,837-46.2% |
| Participant deferral / active EE | $1,153 | $6,356-81.9% | $5,568-79.3% | $6,341-81.8% |
| Admin fee / account holder | $5,021 | $19,811-74.7% | $16,237-69.1% | $12,309-59.2% |