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 9-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 | $54,433 | $201,259-73.0% | $184,200-70.4% | $145,959-62.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.31% | 28.98%-26.7pp | 28.80%-26.5pp | 561.95%-559.6pp |
| Employer contribution / active EE | $2,400 | $7,018-65.8% | $6,424-62.6% | $4,661-48.5% |
| Participant deferral / active EE | $2,625 | $9,806-73.2% | $9,132-71.3% | $6,689-60.8% |
| Admin fee / account holder | $20,407 | $16,372+24.6% | $13,907+46.7% | $13,398+52.3% |