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 | $39,154 | $202,318-80.6% | $172,739-77.3% | $152,861-74.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 9.95% | 1029.65%-1019.7pp | 802.84%-792.9pp | 345.32%-335.4pp |
| Employer contribution / active EE | $2,412 | $5,856-58.8% | $5,143-53.1% | $4,762-49.4% |
| Participant deferral / active EE | $1,063 | $5,948-82.1% | $5,198-79.5% | $5,850-81.8% |
| Admin fee / account holder | $533 | $17,109-96.9% | $13,954-96.2% | $11,596-95.4% |