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 | $160,136 | $202,318-20.8% | $172,739-7.3% | $152,861+4.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 6.70% | 1029.65%-1022.9pp | 802.84%-796.1pp | 345.32%-338.6pp |
| Employer contribution / active EE | $6,150 | $5,856+5.0% | $5,143+19.6% | $4,762+29.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,760 | $17,109-78.0% | $13,954-73.1% | $11,596-67.6% |