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 | $110,014 | $150,440-26.9% | $136,294-19.3% | $147,584-25.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.96% | 1049.08%-1042.1pp | 5155.94%-5149.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $10,824 | $5,256+105.9% | $4,695+130.5% | $4,876+122.0% |
| Participant deferral / active EE | $513 | $6,630-92.3% | $6,247-91.8% | $5,439-90.6% |
| Admin fee / account holder | $1,266 | $10,905-88.4% | $9,243-86.3% | $10,885-88.4% |