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 | $39,000 | $101,317-61.5% | $146,958-73.5% | $74,495-47.6% |
| Participation rate | 98.1% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 12.67% | 8730.91%-8718.2pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,843 | $3,810-51.6% | $4,933-62.6% | $2,623-29.8% |
| Participant deferral / active EE | $2,732 | $7,303-62.6% | $8,070-66.1% | $4,346-37.1% |
| Admin fee / account holder | $1,497 | $1,739-13.9% | $12,998-88.5% | $1,942-22.9% |