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 | $229,377 | $210,408+9.0% | $153,485+49.4% | $145,922+57.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.55% | 13.37%-5.8pp | 15.65%-8.1pp | 561.29%-553.7pp |
| Employer contribution / active EE | $56,691 | $6,048+837.4% | $5,039+1025.2% | $4,660+1116.7% |
| Participant deferral / active EE | $780 | $7,975-90.2% | $6,757-88.5% | $6,688-88.3% |
| Admin fee / account holder | $4,290 | $19,419-77.9% | $12,724-66.3% | $13,397-68.0% |