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 | $24,470 | $177,572-86.2% | $154,803-84.2% | $142,382-82.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 3.22% | 65.07%-61.9pp | 58.88%-55.7pp | 217.08%-213.9pp |
| Employer contribution / active EE | $1,755 | $4,810-63.5% | $4,305-59.2% | $4,299-59.2% |
| Participant deferral / active EE | $1,089 | $6,272-82.6% | $5,540-80.3% | $6,507-83.3% |
| Admin fee / account holder | $65,873 | $16,786+292.4% | $14,329+359.7% | $12,624+421.8% |