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 | $94,664 | $171,865-44.9% | $149,718-36.8% | $147,584-35.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.38% | 2113.22%-2110.8pp | 1501.63%-1499.2pp | 578.55%-576.2pp |
| Employer contribution / active EE | $5,882 | $6,275-6.3% | $5,445+8.0% | $4,876+20.6% |
| Participant deferral / active EE | $2,262 | $7,271-68.9% | $6,569-65.6% | $5,439-58.4% |
| Admin fee / account holder | $3,419 | $13,799-75.2% | $11,283-69.7% | $10,885-68.6% |