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 | $37,593 | $171,865-78.1% | $149,718-74.9% | $147,584-74.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 7.02% | 2113.22%-2106.2pp | 1501.63%-1494.6pp | 578.55%-571.5pp |
| Employer contribution / active EE | $1,637 | $6,275-73.9% | $5,445-69.9% | $4,876-66.4% |
| Participant deferral / active EE | $2,251 | $7,271-69.0% | $6,569-65.7% | $5,439-58.6% |
| Admin fee / account holder | $3,367 | $13,799-75.6% | $11,283-70.2% | $10,885-69.1% |