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 | $93,698 | $159,602-41.3% | $150,045-37.6% | $142,382-34.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.61% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,865 | $4,961-62.4% | $4,693-60.3% | $4,299-56.6% |
| Participant deferral / active EE | $2,476 | $8,310-70.2% | $7,997-69.0% | $6,507-61.9% |
| Admin fee / account holder | $55,975 | $14,846+277.0% | $13,435+316.6% | $12,624+343.4% |