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 | $63,876 | $209,832-69.6% | $189,513-66.3% | $167,490-61.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.54% | 748.27%-745.7pp | 555.15%-552.6pp | 478.56%-476.0pp |
| Employer contribution / active EE | $1,841 | $6,914-73.4% | $6,162-70.1% | $4,837-61.9% |
| Participant deferral / active EE | $737 | $8,935-91.8% | $8,221-91.0% | $6,341-88.4% |
| Admin fee / account holder | $8,219 | $14,293-42.5% | $12,045-31.8% | $12,309-33.2% |