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 | $28,760 | $159,602-82.0% | $150,045-80.8% | $142,382-79.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.66% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,298 | $4,961-53.7% | $4,693-51.0% | $4,299-46.5% |
| Participant deferral / active EE | $1,465 | $8,310-82.4% | $7,997-81.7% | $6,507-77.5% |
| Admin fee / account holder | $37,424 | $14,846+152.1% | $13,435+178.6% | $12,624+196.5% |