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 | $99,891 | $150,440-33.6% | $136,294-26.7% | $147,584-32.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.32% | 1049.08%-1045.8pp | 5155.94%-5152.6pp | 578.55%-575.2pp |
| Employer contribution / active EE | $3,332 | $5,256-36.6% | $4,695-29.0% | $4,876-31.7% |
| Participant deferral / active EE | $1,217 | $6,630-81.6% | $6,247-80.5% | $5,439-77.6% |
| Admin fee / account holder | $454 | $10,905-95.8% | $9,243-95.1% | $10,885-95.8% |