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 | $39,937 | $183,963-78.3% | $162,163-75.4% | $152,861-73.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 8.30% | 150.76%-142.5pp | 115.59%-107.3pp | 345.32%-337.0pp |
| Employer contribution / active EE | $3,278 | $6,371-48.5% | $5,614-41.6% | $4,762-31.2% |
| Participant deferral / active EE | $1,238 | $8,034-84.6% | $7,298-83.0% | $5,850-78.8% |
| Admin fee / account holder | $936 | $13,121-92.9% | $10,843-91.4% | $11,596-91.9% |