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 | $44,697 | $171,865-74.0% | $149,718-70.1% | $147,584-69.7% |
| Participation rate | 88.2% | 88.2%0pp | 87.1%+1.2pp | 82.8%+5.4pp |
| Annual return | 8.47% | 2113.22%-2104.7pp | 1501.63%-1493.2pp | 578.55%-570.1pp |
| Employer contribution / active EE | $1,511 | $6,275-75.9% | $5,445-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $1,939 | $7,271-73.3% | $6,569-70.5% | $5,439-64.4% |
| Admin fee / account holder | $12,122 | $13,799-12.2% | $11,283+7.4% | $10,885+11.4% |