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 | $50,675 | $166,020-69.5% | $164,866-69.3% | $145,959-65.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.35% | 100.08%-91.7pp | 69.97%-61.6pp | 561.95%-553.6pp |
| Employer contribution / active EE | $9,995 | $5,275+89.5% | $4,343+130.2% | $4,661+114.4% |
| Participant deferral / active EE | $433 | $6,961-93.8% | $6,033-92.8% | $6,689-93.5% |
| Admin fee / account holder | $9,002 | $16,644-45.9% | $12,689-29.1% | $13,398-32.8% |