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 | $70,312 | $179,726-60.9% | $156,263-55.0% | $142,382-50.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.38% | 77.86%-69.5pp | 59.47%-51.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,449 | $5,069-71.4% | $4,333-66.5% | $4,299-66.3% |
| Participant deferral / active EE | $1,893 | $6,956-72.8% | $6,158-69.3% | $6,507-70.9% |
| Admin fee / account holder | $37,894 | $17,272+119.4% | $14,255+165.8% | $12,624+200.2% |