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 | $111,923 | $209,411-46.6% | $178,490-37.3% | $158,922-29.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.75% | 188.75%-184.0pp | 151.07%-146.3pp | 302.83%-298.1pp |
| Employer contribution / active EE | $2,603 | $5,706-54.4% | $5,011-48.0% | $4,761-45.3% |
| Participant deferral / active EE | $1,728 | $5,954-71.0% | $5,202-66.8% | $5,982-71.1% |
| Admin fee / account holder | $1,141 | $17,074-93.3% | $13,984-91.8% | $11,246-89.9% |