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 | $130,880 | $202,318-35.3% | $172,739-24.2% | $152,861-14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.30% | 1029.65%-1020.3pp | 802.84%-793.5pp | 345.32%-336.0pp |
| Employer contribution / active EE | $3,853 | $5,856-34.2% | $5,143-25.1% | $4,762-19.1% |
| Participant deferral / active EE | $1,818 | $5,948-69.4% | $5,198-65.0% | $5,850-68.9% |
| Admin fee / account holder | $5,933 | $17,109-65.3% | $13,954-57.5% | $11,596-48.8% |