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 6-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 | $38,280 | $113,935-66.4% | $94,224-59.4% | $125,391-69.5% |
| Participation rate | 93.8% | 82.9%+10.9pp | 78.8%+15.0pp | 83.2%+10.6pp |
| Annual return | -4.15% | 5.29%-9.4pp | 10.68%-14.8pp | 282.22%-286.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $745 | $5,179-85.6% | $4,320-82.7% | $5,352-86.1% |
| Admin fee / account holder | $1,693 | $8,391-79.8% | $6,269-73.0% | $9,540-82.3% |