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 | $35,909 | $126,574-71.6% | $106,213-66.2% | $145,922-75.4% |
| Participation rate | 76.5% | 77.6%-1.2pp | 75.3%+1.2pp | 80.3%-3.8pp |
| Annual return | 7.17% | 224.79%-217.6pp | 116.14%-109.0pp | 561.29%-554.1pp |
| Employer contribution / active EE | $8,155 | $3,730+118.6% | $3,171+157.1% | $4,660+75.0% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,963 | $17,304-65.5% | $11,033-45.9% | $13,397-55.5% |