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 | $79,424 | $107,334-26.0% | $92,893-14.5% | $152,861-48.0% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 7.93% | 145.58%-137.7pp | 109.41%-101.5pp | 345.32%-337.4pp |
| Employer contribution / active EE | $2,257 | $4,221-46.5% | $3,653-38.2% | $4,762-52.6% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $7,323 | $7,079+3.4% | $5,794+26.4% | $11,596-36.8% |