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 | $107,499 | $111,754-3.8% | $103,333+4.0% | $145,922-26.3% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.6pp |
| Annual return | 8.38% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $15,683 | $4,212+272.3% | $3,868+305.5% | $4,660+236.6% |
| Participant deferral / active EE | $1,352 | $5,619-75.9% | $5,057-73.3% | $6,688-79.8% |
| Admin fee / account holder | $13,579 | $9,750+39.3% | $8,355+62.5% | $13,397+1.4% |