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 | $45,647 | $159,901-71.5% | $146,958-68.9% | $145,922-68.7% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 6.81% | 98.13%-91.3pp | 418.34%-411.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,960 | $5,286-62.9% | $4,933-60.3% | $4,660-57.9% |
| Participant deferral / active EE | $2,492 | $8,428-70.4% | $8,070-69.1% | $6,688-62.7% |
| Admin fee / account holder | $103,184 | $15,044+585.9% | $12,998+693.8% | $13,397+670.2% |