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 | $36,033 | $148,534-75.7% | $135,903-73.5% | $139,434-74.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.68% | 79.19%-74.5pp | 68.23%-63.6pp | 372.94%-368.3pp |
| Employer contribution / active EE | $1,741 | $5,243-66.8% | $4,856-64.2% | $4,751-63.4% |
| Participant deferral / active EE | $2,352 | $8,100-71.0% | $7,758-69.7% | $6,710-64.9% |
| Admin fee / account holder | $511 | $12,400-95.9% | $10,762-95.3% | $11,403-95.5% |