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 | $51,197 | $183,963-72.2% | $162,163-68.4% | $152,861-66.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.11% | 150.76%-145.7pp | 115.59%-110.5pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,856 | $6,371-70.9% | $5,614-66.9% | $4,762-61.0% |
| Participant deferral / active EE | $2,125 | $8,034-73.5% | $7,298-70.9% | $5,850-63.7% |
| Admin fee / account holder | $30,603 | $13,121+133.2% | $10,843+182.3% | $11,596+163.9% |