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 | $91,190 | $217,402-58.1% | $185,823-50.9% | $167,490-45.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.59% | 148.36%-145.8pp | 122.05%-119.5pp | 478.56%-476.0pp |
| Employer contribution / active EE | $2,486 | $5,873-57.7% | $5,167-51.9% | $4,837-48.6% |
| Participant deferral / active EE | $1,508 | $6,356-76.3% | $5,568-72.9% | $6,341-76.2% |
| Admin fee / account holder | $451 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |