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 8-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 | $15,585 | $56,114-72.2% | $96,139-83.8% | $85,850-81.8% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 8.80% | 42.30%-33.5pp | 191.94%-183.1pp | 318.53%-309.7pp |
| Employer contribution / active EE | $5,860 | $1,620+261.8% | $2,797+109.5% | $2,565+128.4% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,602 | $3,768-57.5% | $5,537-71.1% | $6,260-74.4% |