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 | $74,033 | $202,318-63.4% | $172,739-57.1% | $152,861-51.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.26% | 1029.65%-1025.4pp | 802.84%-798.6pp | 345.32%-341.1pp |
| Employer contribution / active EE | $1,526 | $5,856-73.9% | $5,143-70.3% | $4,762-68.0% |
| Participant deferral / active EE | $1,826 | $5,948-69.3% | $5,198-64.9% | $5,850-68.8% |
| Admin fee / account holder | $1,151 | $17,109-93.3% | $13,954-91.8% | $11,596-90.1% |