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 | $131,634 | $176,056-25.2% | $159,436-17.4% | $167,490-21.4% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 1.29% | 331.75%-330.5pp | 263.57%-262.3pp | 478.56%-477.3pp |
| Employer contribution / active EE | $13,636 | $5,297+157.4% | $4,829+182.4% | $4,837+181.9% |
| Participant deferral / active EE | $1,536 | $7,750-80.2% | $7,352-79.1% | $6,341-75.8% |
| Admin fee / account holder | $55,113 | $12,554+339.0% | $10,799+410.4% | $12,309+347.7% |