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 | $124,973 | $159,901-21.8% | $146,958-15.0% | $145,922-14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.59% | 98.13%-90.5pp | 418.34%-410.7pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,083 | $5,286-79.5% | $4,933-78.0% | $4,660-76.8% |
| Participant deferral / active EE | $2,226 | $8,428-73.6% | $8,070-72.4% | $6,688-66.7% |
| Admin fee / account holder | $7,439 | $15,044-50.6% | $12,998-42.8% | $13,397-44.5% |