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 5-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 | $109,522 | $159,901-31.5% | $146,958-25.5% | $145,922-24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.39% | 98.13%-90.7pp | 418.34%-411.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,600 | $5,286-69.7% | $4,933-67.6% | $4,660-65.7% |
| Participant deferral / active EE | $1,600 | $8,428-81.0% | $8,070-80.2% | $6,688-76.1% |
| Admin fee / account holder | $2,137 | $15,044-85.8% | $12,998-83.6% | $13,397-84.0% |