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 | $68,082 | $202,318-66.3% | $172,739-60.6% | $152,861-55.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 4.25% | 1029.65%-1025.4pp | 802.84%-798.6pp | 345.32%-341.1pp |
| Employer contribution / active EE | $1,291 | $5,856-78.0% | $5,143-74.9% | $4,762-72.9% |
| Participant deferral / active EE | $1,459 | $5,948-75.5% | $5,198-71.9% | $5,850-75.1% |
| Admin fee / account holder | $37,508 | $17,109+119.2% | $13,954+168.8% | $11,596+223.4% |