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 | $47,192 | $171,865-72.5% | $149,718-68.5% | $147,584-68.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 6.54% | 2113.22%-2106.7pp | 1501.63%-1495.1pp | 578.55%-572.0pp |
| Employer contribution / active EE | $2,767 | $6,275-55.9% | $5,445-49.2% | $4,876-43.3% |
| Participant deferral / active EE | $828 | $7,271-88.6% | $6,569-87.4% | $5,439-84.8% |
| Admin fee / account holder | $22,837 | $13,799+65.5% | $11,283+102.4% | $10,885+109.8% |