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 | $89,815 | $124,319-27.8% | $111,297-19.3% | $167,490-46.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.68% | 37.44%-29.8pp | 54.65%-47.0pp | 478.56%-470.9pp |
| Employer contribution / active EE | $2,567 | $3,435-25.3% | $2,731-6.0% | $4,837-46.9% |
| Participant deferral / active EE | $1,430 | $5,180-72.4% | $4,487-68.1% | $6,341-77.4% |
| Admin fee / account holder | $3,135 | $10,618-70.5% | $7,964-60.6% | $12,309-74.5% |