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 | $142,657 | $197,591-27.8% | $177,821-19.8% | $158,922-10.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.48% | 58.76%-58.3pp | 48.32%-47.8pp | 302.83%-302.3pp |
| Employer contribution / active EE | $5,909 | $6,697-11.8% | $5,918-0.2% | $4,761+24.1% |
| Participant deferral / active EE | $2,820 | $8,405-66.4% | $7,714-63.4% | $5,982-52.9% |
| Admin fee / account holder | $18,766 | $15,399+21.9% | $12,427+51.0% | $11,246+66.9% |