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 | $19,377 | $102,966-81.2% | $90,281-78.5% | $152,861-87.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 10.17% | 95.16%-85.0pp | 78.10%-67.9pp | 345.32%-335.1pp |
| Employer contribution / active EE | $5,375 | $3,139+71.3% | $2,854+88.3% | $4,762+12.9% |
| Participant deferral / active EE | $744 | $4,281-82.6% | $3,885-80.9% | $5,850-87.3% |
| Admin fee / account holder | $21,833 | $6,171+253.8% | $5,351+308.0% | $11,596+88.3% |