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 | $50,163 | $171,865-70.8% | $149,718-66.5% | $147,584-66.0% |
| Participation rate | 95.2% | 88.2%+7.0pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 6.58% | 2113.22%-2106.6pp | 1501.63%-1495.1pp | 578.55%-572.0pp |
| Employer contribution / active EE | $3,890 | $6,275-38.0% | $5,445-28.6% | $4,876-20.2% |
| Participant deferral / active EE | $1,897 | $7,271-73.9% | $6,569-71.1% | $5,439-65.1% |
| Admin fee / account holder | $1,076 | $13,799-92.2% | $11,283-90.5% | $10,885-90.1% |