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 | $73,035 | $118,680-38.5% | $98,907-26.2% | $158,922-54.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 2.23% | 372.35%-370.1pp | 196.43%-194.2pp | 302.83%-300.6pp |
| Employer contribution / active EE | $977 | $3,333-70.7% | $2,689-63.7% | $4,761-79.5% |
| Participant deferral / active EE | $982 | $5,088-80.7% | $4,244-76.9% | $5,982-83.6% |
| Admin fee / account holder | $7,032 | $10,131-30.6% | $6,642+5.9% | $11,246-37.5% |