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 | $73,736 | $111,724-34.0% | $93,606-21.2% | $145,922-49.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 2.35% | 202.98%-200.6pp | 133.20%-130.8pp | 561.29%-558.9pp |
| Employer contribution / active EE | $3,892 | $3,090+26.0% | $2,420+60.9% | $4,660-16.5% |
| Participant deferral / active EE | $706 | $4,912-85.6% | $4,411-84.0% | $6,688-89.4% |
| Admin fee / account holder | $5,031 | $10,250-50.9% | $8,285-39.3% | $13,397-62.4% |