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 | $132,077 | $183,963-28.2% | $162,163-18.6% | $152,861-13.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 3.51% | 150.76%-147.3pp | 115.59%-112.1pp | 345.32%-341.8pp |
| Employer contribution / active EE | $5,448 | $6,371-14.5% | $5,614-2.9% | $4,762+14.4% |
| Participant deferral / active EE | $1,872 | $8,034-76.7% | $7,298-74.3% | $5,850-68.0% |
| Admin fee / account holder | $2,681 | $13,121-79.6% | $10,843-75.3% | $11,596-76.9% |