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 | $65,289 | $171,865-62.0% | $149,718-56.4% | $147,584-55.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.59% | 2113.22%-2108.6pp | 1501.63%-1497.0pp | 578.55%-574.0pp |
| Employer contribution / active EE | $6,522 | $6,275+3.9% | $5,445+19.8% | $4,876+33.7% |
| Participant deferral / active EE | $1,569 | $7,271-78.4% | $6,569-76.1% | $5,439-71.2% |
| Admin fee / account holder | $4,413 | $13,799-68.0% | $11,283-60.9% | $10,885-59.5% |