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 | $37,178 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.83% | 70.24%-64.4pp | 62.55%-56.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $2,202 | $4,961-55.6% | $4,693-53.1% | $4,299-48.8% |
| Participant deferral / active EE | $2,298 | $8,310-72.4% | $7,997-71.3% | $6,507-64.7% |
| Admin fee / account holder | $46,905 | $14,846+215.9% | $13,435+249.1% | $12,624+271.6% |