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 | $34,860 | $166,020-79.0% | $164,866-78.9% | $145,959-76.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.96% | 100.08%-92.1pp | 69.97%-62.0pp | 561.95%-554.0pp |
| Employer contribution / active EE | $1,577 | $5,275-70.1% | $4,343-63.7% | $4,661-66.2% |
| Participant deferral / active EE | $1,237 | $6,961-82.2% | $6,033-79.5% | $6,689-81.5% |
| Admin fee / account holder | $11,140 | $16,644-33.1% | $12,689-12.2% | $13,398-16.8% |