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 7-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 | $23,917 | $126,574-81.1% | $106,213-77.5% | $145,922-83.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.68% | 224.79%-218.1pp | 116.14%-109.5pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,005 | $3,730-73.1% | $3,171-68.3% | $4,660-78.4% |
| Participant deferral / active EE | $1,240 | $5,724-78.3% | $5,016-75.3% | $6,688-81.5% |
| Admin fee / account holder | $1,133 | $17,304-93.5% | $11,033-89.7% | $13,397-91.5% |