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 7-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 | $14,540 | $104,974-86.1% | $95,585-84.8% | $142,382-89.8% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 9.49% | 210.33%-200.8pp | 38.56%-29.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $506 | $4,352-88.4% | $4,023-87.4% | $6,507-92.2% |
| Admin fee / account holder | $4,334 | $6,386-32.1% | $6,127-29.3% | $12,624-65.7% |