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 | $33,614 | $202,318-83.4% | $172,739-80.5% | $152,861-78.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.41% | 1029.65%-1018.2pp | 802.84%-791.4pp | 345.32%-333.9pp |
| Employer contribution / active EE | $1,802 | $5,856-69.2% | $5,143-65.0% | $4,762-62.2% |
| Participant deferral / active EE | $1,175 | $5,948-80.2% | $5,198-77.4% | $5,850-79.9% |
| Admin fee / account holder | $2,723 | $17,109-84.1% | $13,954-80.5% | $11,596-76.5% |