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 | $49,686 | $176,056-71.8% | $159,436-68.8% | $167,490-70.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.79% | 331.75%-325.0pp | 263.57%-256.8pp | 478.56%-471.8pp |
| Employer contribution / active EE | $1,158 | $5,297-78.1% | $4,829-76.0% | $4,837-76.1% |
| Participant deferral / active EE | $322 | $7,750-95.8% | $7,352-95.6% | $6,341-94.9% |
| Admin fee / account holder | $888 | $12,554-92.9% | $10,799-91.8% | $12,309-92.8% |