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 | $35,710 | $56,897-37.2% | $84,750-57.9% | $62,891-43.2% |
| Participation rate | 93.9% | 68.5%+25.4pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | -9.72% | 6.30%-16.0pp | 22.78%-32.5pp | 20.14%-29.9pp |
| Employer contribution / active EE | $6,717 | $2,400+179.9% | $3,574+87.9% | $2,281+194.5% |
| Participant deferral / active EE | $308 | $2,709-88.6% | $3,712-91.7% | $3,203-90.4% |
| Admin fee / account holder | $733 | $3,581-79.5% | $5,332-86.2% | $4,296-82.9% |