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 | $143,421 | $171,865-16.6% | $149,718-4.2% | $147,584-2.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 4.68% | 2113.22%-2108.5pp | 1501.63%-1496.9pp | 578.55%-573.9pp |
| Employer contribution / active EE | $4,286 | $6,275-31.7% | $5,445-21.3% | $4,876-12.1% |
| Participant deferral / active EE | $967 | $7,271-86.7% | $6,569-85.3% | $5,439-82.2% |
| Admin fee / account holder | $54,098 | $13,799+292.0% | $11,283+379.5% | $10,885+397.0% |