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 6-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 | $25,921 | $118,450-78.1% | $98,439-73.7% | $139,434-81.4% |
| Participation rate | 81.0% | 77.4%+3.5pp | 75.2%+5.8pp | 80.3%+0.6pp |
| Annual return | 7.42% | 18.94%-11.5pp | 21.16%-13.7pp | 372.94%-365.5pp |
| Employer contribution / active EE | $7,111 | $3,609+97.0% | $3,048+133.3% | $4,751+49.7% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,242 | $14,026-76.9% | $8,948-63.8% | $11,403-71.6% |