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 9-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 | $87,749 | $111,535-21.3% | $105,223-16.6% | $137,256-36.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 10.06% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,651 | $3,939-32.7% | $3,689-28.1% | $4,156-36.2% |
| Participant deferral / active EE | $1,372 | $5,500-75.1% | $5,072-72.9% | $6,407-78.6% |
| Admin fee / account holder | $26,366 | $9,721+171.2% | $8,859+197.6% | $12,270+114.9% |