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 | $45,751 | $105,181-56.5% | $159,436-71.3% | $85,850-46.7% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.8%+13.7pp | 69.3%+27.2pp |
| Annual return | 5.33% | 45.07%-39.7pp | 263.57%-258.2pp | 318.53%-313.2pp |
| Employer contribution / active EE | $1,838 | $3,318-44.6% | $4,829-61.9% | $2,565-28.3% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $840 | $6,933-87.9% | $10,799-92.2% | $6,260-86.6% |