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 | $45,720 | $48,230-5.2% | $67,502-32.3% | $80,856-43.5% |
| Participation rate | 73.3% | 66.4%+7.0pp | 72.9%+0.5pp | 67.6%+5.7pp |
| Annual return | 10.62% | 18.28%-7.7pp | 3512.12%-3501.5pp | 35.59%-25.0pp |
| Employer contribution / active EE | $684 | $2,020-66.1% | $2,731-75.0% | $2,755-75.2% |
| Participant deferral / active EE | $292 | $2,924-90.0% | $4,000-92.7% | $4,296-93.2% |
| Admin fee / account holder | $996 | $3,681-73.0% | $3,998-75.1% | $6,918-85.6% |