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 | $136,924 | $183,963-25.6% | $162,163-15.6% | $152,861-10.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 0.77% | 150.76%-150.0pp | 115.59%-114.8pp | 345.32%-344.6pp |
| Employer contribution / active EE | $7,508 | $6,371+17.9% | $5,614+33.7% | $4,762+57.7% |
| Participant deferral / active EE | $1,336 | $8,034-83.4% | $7,298-81.7% | $5,850-77.2% |
| Admin fee / account holder | $748 | $13,121-94.3% | $10,843-93.1% | $11,596-93.6% |