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 | $90,762 | $202,318-55.1% | $172,739-47.5% | $152,861-40.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.13% | 1029.65%-1019.5pp | 802.84%-792.7pp | 345.32%-335.2pp |
| Employer contribution / active EE | $2,252 | $5,856-61.5% | $5,143-56.2% | $4,762-52.7% |
| Participant deferral / active EE | $1,332 | $5,948-77.6% | $5,198-74.4% | $5,850-77.2% |
| Admin fee / account holder | $11,525 | $17,109-32.6% | $13,954-17.4% | $11,596-0.6% |