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 | $151,002 | $176,056-14.2% | $159,436-5.3% | $167,490-9.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.90% | 331.75%-327.8pp | 263.57%-259.7pp | 478.56%-474.7pp |
| Employer contribution / active EE | $17,558 | $5,297+231.5% | $4,829+263.6% | $4,837+263.0% |
| Participant deferral / active EE | $2,040 | $7,750-73.7% | $7,352-72.3% | $6,341-67.8% |
| Admin fee / account holder | $4,783 | $12,554-61.9% | $10,799-55.7% | $12,309-61.1% |