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 | $51,664 | $209,832-75.4% | $189,513-72.7% | $167,490-69.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.40% | 748.27%-742.9pp | 555.15%-549.7pp | 478.56%-473.2pp |
| Employer contribution / active EE | $3,345 | $6,914-51.6% | $6,162-45.7% | $4,837-30.9% |
| Participant deferral / active EE | $1,871 | $8,935-79.1% | $8,221-77.2% | $6,341-70.5% |
| Admin fee / account holder | $37,705 | $14,293+163.8% | $12,045+213.0% | $12,309+206.3% |