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 | $53,378 | $214,378-75.1% | $200,582-73.4% | $142,382-62.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.63% | 46.41%-40.8pp | 42.33%-36.7pp | 217.08%-211.4pp |
| Employer contribution / active EE | $13,882 | $6,841+102.9% | $6,419+116.3% | $4,299+222.9% |
| Participant deferral / active EE | $1,879 | $9,865-81.0% | $9,331-79.9% | $6,507-71.1% |
| Admin fee / account holder | $30,029 | $17,692+69.7% | $16,305+84.2% | $12,624+137.9% |