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 | $69,877 | $114,381-38.9% | $107,525-35.0% | $142,382-50.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.05% | 242.71%-233.7pp | 181.32%-172.3pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,000 | $4,015-25.3% | $3,754-20.1% | $4,299-30.2% |
| Participant deferral / active EE | $912 | $5,564-83.6% | $5,116-82.2% | $6,507-86.0% |
| Admin fee / account holder | $85,290 | $9,860+765.0% | $8,919+856.3% | $12,624+575.6% |