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 | $120,361 | $150,440-20.0% | $136,294-11.7% | $147,584-18.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 0.53% | 1049.08%-1048.6pp | 5155.94%-5155.4pp | 578.55%-578.0pp |
| Employer contribution / active EE | $2,852 | $5,256-45.7% | $4,695-39.3% | $4,876-41.5% |
| Participant deferral / active EE | $1,575 | $6,630-76.2% | $6,247-74.8% | $5,439-71.0% |
| Admin fee / account holder | $5,146 | $10,905-52.8% | $9,243-44.3% | $10,885-52.7% |