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 4-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 | $64,417 | $159,901-59.7% | $146,958-56.2% | $145,922-55.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 6.55% | 98.13%-91.6pp | 418.34%-411.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,611 | $5,286-69.5% | $4,933-67.4% | $4,660-65.4% |
| Participant deferral / active EE | $86 | $8,428-99.0% | $8,070-98.9% | $6,688-98.7% |
| Admin fee / account holder | $87,021 | $15,044+478.5% | $12,998+569.5% | $13,397+549.6% |