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 | $13,130 | $57,281-77.1% | $86,612-84.8% | $75,163-82.5% |
| Participation rate | 92.0% | 63.2%+28.8pp | 71.7%+20.3pp | 67.2%+24.8pp |
| Annual return | 4.85% | 2670.75%-2665.9pp | 591.07%-586.2pp | 160.62%-155.8pp |
| Employer contribution / active EE | $8,350 | $2,314+260.8% | $3,022+176.3% | $2,670+212.8% |
| Participant deferral / active EE | $309 | $3,318-90.7% | $4,438-93.0% | $4,125-92.5% |
| Admin fee / account holder | $438 | $4,112-89.4% | $5,614-92.2% | $5,651-92.3% |