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 | $27,192 | $126,574-78.5% | $106,213-74.4% | $145,922-81.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 4.01% | 224.79%-220.8pp | 116.14%-112.1pp | 561.29%-557.3pp |
| Employer contribution / active EE | $1,255 | $3,730-66.3% | $3,171-60.4% | $4,660-73.1% |
| Participant deferral / active EE | $826 | $5,724-85.6% | $5,016-83.5% | $6,688-87.6% |
| Admin fee / account holder | $945 | $17,304-94.5% | $11,033-91.4% | $13,397-92.9% |