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 | $66,806 | $150,440-55.6% | $136,294-51.0% | $147,584-54.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.80% | 1049.08%-1048.3pp | 5155.94%-5155.1pp | 578.55%-577.7pp |
| Employer contribution / active EE | $902 | $5,256-82.8% | $4,695-80.8% | $4,876-81.5% |
| Participant deferral / active EE | $942 | $6,630-85.8% | $6,247-84.9% | $5,439-82.7% |
| Admin fee / account holder | $1,752 | $10,905-83.9% | $9,243-81.0% | $10,885-83.9% |