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 | $35,536 | $169,032-79.0% | $129,207-72.5% | $145,922-75.6% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 4.80% | 14330.11%-14325.3pp | 9417.33%-9412.5pp | 561.29%-556.5pp |
| Employer contribution / active EE | $11,775 | $5,537+112.7% | $4,153+183.5% | $4,660+152.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,147 | $9,954-88.5% | $7,715-85.1% | $13,397-91.4% |