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 | $133,922-63.6% | $116,228-58.1% | $142,382-65.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 5.69% | 147.76%-142.1pp | 90.06%-84.4pp | 217.08%-211.4pp |
| Employer contribution / active EE | $7,008 | $3,446+103.4% | $2,994+134.0% | $4,299+63.0% |
| Participant deferral / active EE | $1,296 | $5,672-77.1% | $4,953-73.8% | $6,507-80.1% |
| Admin fee / account holder | $2,678 | $14,945-82.1% | $11,989-77.7% | $12,624-78.8% |