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 8-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 | $66,253 | $48,795+35.8% | $65,493+1.2% | $84,808-21.9% |
| Participation rate | 86.0% | 67.0%+19.1pp | 73.1%+13.0pp | 68.3%+17.7pp |
| Annual return | 10.37% | 20.20%-9.8pp | 982.45%-972.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,729 | $1,930+93.3% | $2,574+44.9% | $2,631+41.8% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,150 | $3,877-70.3% | $5,028-77.1% | $7,344-84.3% |