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 | $59,295 | $176,056-66.3% | $159,436-62.8% | $167,490-64.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.18% | 331.75%-328.6pp | 263.57%-260.4pp | 478.56%-475.4pp |
| Employer contribution / active EE | $1,437 | $5,297-72.9% | $4,829-70.2% | $4,837-70.3% |
| Participant deferral / active EE | $1,962 | $7,750-74.7% | $7,352-73.3% | $6,341-69.1% |
| Admin fee / account holder | $89,216 | $12,554+610.7% | $10,799+726.2% | $12,309+624.8% |