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 | $114,674 | $171,865-33.3% | $149,718-23.4% | $147,584-22.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.38% | 2113.22%-2107.8pp | 1501.63%-1496.3pp | 578.55%-573.2pp |
| Employer contribution / active EE | $12,889 | $6,275+105.4% | $5,445+136.7% | $4,876+164.3% |
| Participant deferral / active EE | $2,265 | $7,271-68.8% | $6,569-65.5% | $5,439-58.4% |
| Admin fee / account holder | $7,225 | $13,799-47.6% | $11,283-36.0% | $10,885-33.6% |