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 | $60,123 | $150,440-60.0% | $136,294-55.9% | $147,584-59.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.64% | 1049.08%-1041.4pp | 5155.94%-5148.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $1,864 | $5,256-64.5% | $4,695-60.3% | $4,876-61.8% |
| Participant deferral / active EE | $1,425 | $6,630-78.5% | $6,247-77.2% | $5,439-73.8% |
| Admin fee / account holder | $19,567 | $10,905+79.4% | $9,243+111.7% | $10,885+79.8% |