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 | $57,641 | $150,440-61.7% | $136,294-57.7% | $147,584-60.9% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 6.20% | 1049.08%-1042.9pp | 5155.94%-5149.7pp | 578.55%-572.3pp |
| Employer contribution / active EE | $1,007 | $5,256-80.8% | $4,695-78.6% | $4,876-79.4% |
| Participant deferral / active EE | $1,886 | $6,630-71.6% | $6,247-69.8% | $5,439-65.3% |
| Admin fee / account holder | $502 | $10,905-95.4% | $9,243-94.6% | $10,885-95.4% |