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 | $45,100 | $171,865-73.8% | $149,718-69.9% | $147,584-69.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.04% | 2113.22%-2104.2pp | 1501.63%-1492.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $4,093 | $6,275-34.8% | $5,445-24.8% | $4,876-16.1% |
| Participant deferral / active EE | $1,657 | $7,271-77.2% | $6,569-74.8% | $5,439-69.5% |
| Admin fee / account holder | $22,717 | $13,799+64.6% | $11,283+101.3% | $10,885+108.7% |