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 | $142,394 | $198,466-28.3% | $170,442-16.5% | $147,584-3.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.99% | 257.29%-248.3pp | 205.93%-196.9pp | 578.55%-569.6pp |
| Employer contribution / active EE | $5,564 | $6,184-10.0% | $5,433+2.4% | $4,876+14.1% |
| Participant deferral / active EE | $1,660 | $5,629-70.5% | $4,939-66.4% | $5,439-69.5% |
| Admin fee / account holder | $13,879 | $16,852-17.6% | $13,8800% | $10,885+27.5% |