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 | $20,877 | $54,705-61.8% | $71,209-70.7% | $84,808-75.4% |
| Participation rate | 81.5% | 64.1%+17.4pp | 73.8%+7.7pp | 68.3%+13.2pp |
| Annual return | 4.51% | 35.90%-31.4pp | 282.51%-278.0pp | 40.90%-36.4pp |
| Employer contribution / active EE | $2,713 | $2,158+25.7% | $2,721-0.3% | $2,631+3.1% |
| Participant deferral / active EE | $353 | $3,030-88.3% | $4,175-91.5% | $4,212-91.6% |
| Admin fee / account holder | $300 | $4,863-93.8% | $5,349-94.4% | $7,344-95.9% |