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 | $34,906 | $197,591-82.3% | $177,821-80.4% | $158,922-78.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.83% | 58.76%-53.9pp | 48.32%-43.5pp | 302.83%-298.0pp |
| Employer contribution / active EE | $1,522 | $6,697-77.3% | $5,918-74.3% | $4,761-68.0% |
| Participant deferral / active EE | $2,576 | $8,405-69.4% | $7,714-66.6% | $5,982-56.9% |
| Admin fee / account holder | $706 | $15,399-95.4% | $12,427-94.3% | $11,246-93.7% |