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 | $35,200 | $171,865-79.5% | $149,718-76.5% | $147,584-76.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.81% | 2113.22%-2110.4pp | 1501.63%-1498.8pp | 578.55%-575.7pp |
| Employer contribution / active EE | $1,976 | $6,275-68.5% | $5,445-63.7% | $4,876-59.5% |
| Participant deferral / active EE | $1,690 | $7,271-76.8% | $6,569-74.3% | $5,439-68.9% |
| Admin fee / account holder | $1,651 | $13,799-88.0% | $11,283-85.4% | $10,885-84.8% |