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 | $60,835 | $165,335-63.2% | $149,696-59.4% | $158,922-61.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.59% | 348.15%-341.6pp | 276.60%-270.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $1,457 | $5,103-71.4% | $4,644-68.6% | $4,761-69.4% |
| Participant deferral / active EE | $2,163 | $7,181-69.9% | $6,842-68.4% | $5,982-63.8% |
| Admin fee / account holder | $647 | $10,807-94.0% | $9,309-93.0% | $11,246-94.2% |