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 | $39,015 | $150,440-74.1% | $136,294-71.4% | $147,584-73.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.03% | 1049.08%-1041.1pp | 5155.94%-5147.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $3,359 | $5,256-36.1% | $4,695-28.5% | $4,876-31.1% |
| Participant deferral / active EE | $1,385 | $6,630-79.1% | $6,247-77.8% | $5,439-74.5% |
| Admin fee / account holder | $583 | $10,905-94.7% | $9,243-93.7% | $10,885-94.6% |