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 | $137,501 | $183,963-25.3% | $162,163-15.2% | $152,861-10.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.34% | 150.76%-144.4pp | 115.59%-109.2pp | 345.32%-339.0pp |
| Employer contribution / active EE | $1,946 | $6,371-69.5% | $5,614-65.3% | $4,762-59.1% |
| Participant deferral / active EE | $1,518 | $8,034-81.1% | $7,298-79.2% | $5,850-74.1% |
| Admin fee / account holder | $1,270 | $13,121-90.3% | $10,843-88.3% | $11,596-89.0% |