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 | $36,689 | $198,466-81.5% | $170,442-78.5% | $147,584-75.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.75% | 257.29%-251.5pp | 205.93%-200.2pp | 578.55%-572.8pp |
| Employer contribution / active EE | $9,905 | $6,184+60.2% | $5,433+82.3% | $4,876+103.1% |
| Participant deferral / active EE | $1,818 | $5,629-67.7% | $4,939-63.2% | $5,439-66.6% |
| Admin fee / account holder | $45,536 | $16,852+170.2% | $13,880+228.1% | $10,885+318.3% |