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 | $39,145 | $183,963-78.7% | $162,163-75.9% | $152,861-74.4% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 2.86% | 150.76%-147.9pp | 115.59%-112.7pp | 345.32%-342.5pp |
| Employer contribution / active EE | $2,043 | $6,371-67.9% | $5,614-63.6% | $4,762-57.1% |
| Participant deferral / active EE | $1,699 | $8,034-78.9% | $7,298-76.7% | $5,850-71.0% |
| Admin fee / account holder | $2,098 | $13,121-84.0% | $10,843-80.6% | $11,596-81.9% |