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 | $86,650 | $150,440-42.4% | $136,294-36.4% | $147,584-41.3% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 1.13% | 1049.08%-1048.0pp | 5155.94%-5154.8pp | 578.55%-577.4pp |
| Employer contribution / active EE | $1,261 | $5,256-76.0% | $4,695-73.2% | $4,876-74.1% |
| Participant deferral / active EE | $1,952 | $6,630-70.6% | $6,247-68.8% | $5,439-64.1% |
| Admin fee / account holder | $400 | $10,905-96.3% | $9,243-95.7% | $10,885-96.3% |