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 6-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 | $113,081 | $150,440-24.8% | $136,294-17.0% | $147,584-23.4% |
| Participation rate | 88.9% | 84.4%+4.5pp | 81.9%+7.0pp | 82.8%+6.1pp |
| Annual return | 10.20% | 1049.08%-1038.9pp | 5155.94%-5145.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $6,977 | $5,256+32.7% | $4,695+48.6% | $4,876+43.1% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $386 | $10,905-96.5% | $9,243-95.8% | $10,885-96.4% |