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 5-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 | $22,966 | $176,056-87.0% | $159,436-85.6% | $167,490-86.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.01% | 331.75%-326.7pp | 263.57%-258.6pp | 478.56%-473.5pp |
| Employer contribution / active EE | $6,015 | $5,297+13.5% | $4,829+24.5% | $4,837+24.3% |
| Participant deferral / active EE | $722 | $7,750-90.7% | $7,352-90.2% | $6,341-88.6% |
| Admin fee / account holder | $7,253 | $12,554-42.2% | $10,799-32.8% | $12,309-41.1% |