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 | $65,881 | $137,414-52.1% | $189,513-65.2% | $85,850-23.3% |
| Participation rate | 96.6% | 84.6%+11.9pp | 87.8%+8.7pp | 69.3%+27.2pp |
| Annual return | 1.31% | 38.14%-36.8pp | 555.15%-553.8pp | 318.53%-317.2pp |
| Employer contribution / active EE | $6,013 | $4,344+38.4% | $6,162-2.4% | $2,565+134.4% |
| Participant deferral / active EE | $546 | $6,260-91.3% | $8,221-93.4% | $3,952-86.2% |
| Admin fee / account holder | $2,284 | $8,630-73.5% | $12,045-81.0% | $6,260-63.5% |