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 | $35,202 | $100,852-65.1% | $90,404-61.1% | $158,922-77.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 4.67% | 1724.20%-1719.5pp | 1293.02%-1288.3pp | 302.83%-298.2pp |
| Employer contribution / active EE | $7,000 | $3,689+89.8% | $3,262+114.6% | $4,761+47.0% |
| Participant deferral / active EE | $515 | $4,348-88.2% | $3,963-87.0% | $5,982-91.4% |
| Admin fee / account holder | $125,172 | $6,501+1825.4% | $5,611+2130.9% | $11,246+1013.1% |