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 6-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 | $46,561 | $45,152+3.1% | $73,843-36.9% | $59,632-21.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -6.28% | 27.40%-33.7pp | 2267.84%-2274.1pp | 2041.28%-2047.6pp |
| Employer contribution / active EE | $2,477 | $1,902+30.3% | $2,787-11.1% | $2,203+12.5% |
| Participant deferral / active EE | $467 | $2,574-81.8% | $3,583-87.0% | $3,192-85.4% |
| Admin fee / account holder | $936 | $3,516-73.4% | $4,880-80.8% | $4,297-78.2% |