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 9-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 | $26,691 | $154,228-82.7% | $145,433-81.6% | $137,256-80.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.49% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,796 | $4,804-62.6% | $4,554-60.6% | $4,156-56.8% |
| Participant deferral / active EE | $1,900 | $8,216-76.9% | $7,897-75.9% | $6,407-70.3% |
| Admin fee / account holder | $26,314 | $14,344+83.5% | $13,129+100.4% | $12,270+114.5% |