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 | $101,667 | $102,317-0.6% | $146,958-30.8% | $80,856+25.7% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 9.03% | 134.76%-125.7pp | 418.34%-409.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $12,589 | $3,713+239.0% | $4,933+155.2% | $2,755+357.0% |
| Participant deferral / active EE | $868 | $6,644-86.9% | $8,070-89.2% | $4,296-79.8% |
| Admin fee / account holder | $6,237 | $7,941-21.5% | $12,998-52.0% | $6,918-9.8% |