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 | $153,930 | $209,832-26.6% | $189,513-18.8% | $167,490-8.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.00% | 748.27%-741.3pp | 555.15%-548.2pp | 478.56%-471.6pp |
| Employer contribution / active EE | $2,498 | $6,914-63.9% | $6,162-59.5% | $4,837-48.4% |
| Participant deferral / active EE | $1,344 | $8,935-85.0% | $8,221-83.7% | $6,341-78.8% |
| Admin fee / account holder | $6,651 | $14,293-53.5% | $12,045-44.8% | $12,309-46.0% |