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 10-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 | $35,291 | $202,318-82.6% | $172,739-79.6% | $152,861-76.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.56% | 1029.65%-1026.1pp | 802.84%-799.3pp | 345.32%-341.8pp |
| Employer contribution / active EE | $11,993 | $5,856+104.8% | $5,143+133.2% | $4,762+151.8% |
| Participant deferral / active EE | $1,344 | $5,948-77.4% | $5,198-74.2% | $5,850-77.0% |
| Admin fee / account holder | $215,383 | $17,109+1158.9% | $13,954+1443.5% | $11,596+1757.3% |