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 | $39,638 | $49,173-19.4% | $121,098-67.3% | $75,163-47.3% |
| Participation rate | 93.8% | 55.4%+38.4pp | 69.5%+24.3pp | 67.2%+26.6pp |
| Annual return | 8.13% | 55.99%-47.9pp | 985.75%-977.6pp | 160.62%-152.5pp |
| Employer contribution / active EE | $2,613 | $1,546+69.1% | $4,164-37.2% | $2,670-2.1% |
| Participant deferral / active EE | $58 | $2,628-97.8% | $4,080-98.6% | $4,125-98.6% |
| Admin fee / account holder | $5,151 | $3,942+30.7% | $5,644-8.7% | $5,651-8.8% |