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 | $45,155 | $202,318-77.7% | $172,739-73.9% | $152,861-70.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.00% | 1029.65%-1020.6pp | 802.84%-793.8pp | 345.32%-336.3pp |
| Employer contribution / active EE | $1,802 | $5,856-69.2% | $5,143-65.0% | $4,762-62.2% |
| Participant deferral / active EE | $986 | $5,948-83.4% | $5,198-81.0% | $5,850-83.1% |
| Admin fee / account holder | $311 | $17,109-98.2% | $13,954-97.8% | $11,596-97.3% |