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 3-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 | $48,683 | $132,634-63.3% | $115,768-57.9% | $137,256-64.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 5.69% | 160.70%-155.0pp | 100.46%-94.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $7,008 | $3,360+108.6% | $2,940+138.4% | $4,156+68.6% |
| Participant deferral / active EE | $1,296 | $5,619-76.9% | $4,917-73.6% | $6,407-79.8% |
| Admin fee / account holder | $2,678 | $15,028-82.2% | $12,439-78.5% | $12,270-78.2% |