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 | $71,846 | $159,602-55.0% | $150,045-52.1% | $142,382-49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 4.86% | 70.24%-65.4pp | 62.55%-57.7pp | 217.08%-212.2pp |
| Employer contribution / active EE | $3,507 | $4,961-29.3% | $4,693-25.3% | $4,299-18.4% |
| Participant deferral / active EE | $2,161 | $8,310-74.0% | $7,997-73.0% | $6,507-66.8% |
| Admin fee / account holder | $74,846 | $14,846+404.1% | $13,435+457.1% | $12,624+492.9% |