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 | $58,118 | $102,604-43.4% | $86,188-32.6% | $139,434-58.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.61% | 1922.51%-1913.9pp | 1168.45%-1159.8pp | 372.94%-364.3pp |
| Employer contribution / active EE | $2,319 | $3,032-23.5% | $2,380-2.6% | $4,751-51.2% |
| Participant deferral / active EE | $605 | $4,676-87.1% | $3,985-84.8% | $6,710-91.0% |
| Admin fee / account holder | $8,506 | $8,657-1.7% | $6,852+24.1% | $11,403-25.4% |