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 8-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 | $12,973 | $61,774-79.0% | $97,226-86.7% | $80,856-84.0% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.7%+23.6pp | 67.6%+28.7pp |
| Annual return | 8.39% | -557.90%+566.3pp | 75.13%-66.7pp | 35.59%-27.2pp |
| Employer contribution / active EE | $5,389 | $1,837+193.4% | $2,729+97.5% | $2,755+95.6% |
| Participant deferral / active EE | $430 | $3,029-85.8% | $4,264-89.9% | $4,296-90.0% |
| Admin fee / account holder | $303 | $5,166-94.1% | $5,654-94.6% | $6,918-95.6% |