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 | $40,072 | $72,404-44.7% | $110,238-63.6% | $64,186-37.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -9.20% | -6.29%-2.9pp | 314.74%-323.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,349 | $2,282+2.9% | $3,826-38.6% | $2,381-1.4% |
| Participant deferral / active EE | $1,026 | $3,469-70.4% | $4,672-78.0% | $3,470-70.4% |
| Admin fee / account holder | $3,715 | $5,664-34.4% | $8,547-56.5% | $4,888-24.0% |