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 | $40,330 | $102,317-60.6% | $146,958-72.6% | $80,856-50.1% |
| Participation rate | 77.3% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 11.27% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $8,963 | $3,713+141.4% | $4,933+81.7% | $2,755+225.4% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $536 | $7,941-93.2% | $12,998-95.9% | $6,918-92.2% |