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 | $36,152 | $176,056-79.5% | $159,436-77.3% | $167,490-78.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.85% | 331.75%-321.9pp | 263.57%-253.7pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,015 | $5,297-80.8% | $4,829-79.0% | $4,837-79.0% |
| Participant deferral / active EE | $1,293 | $7,750-83.3% | $7,352-82.4% | $6,341-79.6% |
| Admin fee / account holder | $7,832 | $12,554-37.6% | $10,799-27.5% | $12,309-36.4% |