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 | $132,849 | $150,440-11.7% | $136,294-2.5% | $147,584-10.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.21% | 1049.08%-1043.9pp | 5155.94%-5150.7pp | 578.55%-573.3pp |
| Employer contribution / active EE | $2,328 | $5,256-55.7% | $4,695-50.4% | $4,876-52.3% |
| Participant deferral / active EE | $1,921 | $6,630-71.0% | $6,247-69.2% | $5,439-64.7% |
| Admin fee / account holder | $1,267 | $10,905-88.4% | $9,243-86.3% | $10,885-88.4% |