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 | $64,015 | $201,272-68.2% | $184,203-65.2% | $145,922-56.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.29% | 29.00%-24.7pp | 28.81%-24.5pp | 561.29%-557.0pp |
| Employer contribution / active EE | $2,575 | $7,022-63.3% | $6,427-59.9% | $4,660-44.7% |
| Participant deferral / active EE | $1,710 | $9,806-82.6% | $9,131-81.3% | $6,688-74.4% |
| Admin fee / account holder | $7,375 | $16,364-54.9% | $13,901-46.9% | $13,397-45.0% |