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 | $24,499 | $150,440-83.7% | $136,294-82.0% | $147,584-83.4% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 4.02% | 1049.08%-1045.1pp | 5155.94%-5151.9pp | 578.55%-574.5pp |
| Employer contribution / active EE | $986 | $5,256-81.2% | $4,695-79.0% | $4,876-79.8% |
| Participant deferral / active EE | $1,601 | $6,630-75.9% | $6,247-74.4% | $5,439-70.6% |
| Admin fee / account holder | $666 | $10,905-93.9% | $9,243-92.8% | $10,885-93.9% |