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 | $62,318 | $202,318-69.2% | $172,739-63.9% | $152,861-59.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 12.37% | 1029.65%-1017.3pp | 802.84%-790.5pp | 345.32%-332.9pp |
| Employer contribution / active EE | $1,442 | $5,856-75.4% | $5,143-72.0% | $4,762-69.7% |
| Participant deferral / active EE | $95 | $5,948-98.4% | $5,198-98.2% | $5,850-98.4% |
| Admin fee / account holder | $467 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |