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 | $68,559 | $202,318-66.1% | $172,739-60.3% | $152,861-55.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.78% | 1029.65%-1019.9pp | 802.84%-793.1pp | 345.32%-335.5pp |
| Employer contribution / active EE | $1,371 | $5,856-76.6% | $5,143-73.4% | $4,762-71.2% |
| Participant deferral / active EE | $71 | $5,948-98.8% | $5,198-98.6% | $5,850-98.8% |
| Admin fee / account holder | $994 | $17,109-94.2% | $13,954-92.9% | $11,596-91.4% |