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 | $89,449 | $171,865-48.0% | $149,718-40.3% | $147,584-39.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.03% | 2113.22%-2104.2pp | 1501.63%-1492.6pp | 578.55%-569.5pp |
| Employer contribution / active EE | $3,482 | $6,275-44.5% | $5,445-36.0% | $4,876-28.6% |
| Participant deferral / active EE | $432 | $7,271-94.1% | $6,569-93.4% | $5,439-92.1% |
| Admin fee / account holder | $987 | $13,799-92.9% | $11,283-91.3% | $10,885-90.9% |