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 | $26,237 | $101,618-74.2% | $93,063-71.8% | $137,256-80.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 7.36% | 223.95%-216.6pp | 34.15%-26.8pp | 220.34%-213.0pp |
| Employer contribution / active EE | $6,440 | $2,707+137.9% | $2,476+160.1% | $4,156+55.0% |
| Participant deferral / active EE | $190 | $4,279-95.6% | $3,958-95.2% | $6,407-97.0% |
| Admin fee / account holder | $3,036 | $6,198-51.0% | $6,033-49.7% | $12,270-75.3% |