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 | $78,871 | $171,865-54.1% | $149,718-47.3% | $147,584-46.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.67% | 2113.22%-2104.5pp | 1501.63%-1493.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $4,118 | $6,275-34.4% | $5,445-24.4% | $4,876-15.6% |
| Participant deferral / active EE | $653 | $7,271-91.0% | $6,569-90.1% | $5,439-88.0% |
| Admin fee / account holder | $2,277 | $13,799-83.5% | $11,283-79.8% | $10,885-79.1% |