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 | $60,356 | $198,466-69.6% | $170,442-64.6% | $147,584-59.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.36% | 257.29%-251.9pp | 205.93%-200.6pp | 578.55%-573.2pp |
| Employer contribution / active EE | $1,957 | $6,184-68.4% | $5,433-64.0% | $4,876-59.9% |
| Participant deferral / active EE | $878 | $5,629-84.4% | $4,939-82.2% | $5,439-83.9% |
| Admin fee / account holder | $355 | $16,852-97.9% | $13,880-97.4% | $10,885-96.7% |