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 | $27,845 | $49,922-44.2% | $80,569-65.4% | $75,163-63.0% |
| Participation rate | 80.0% | 55.3%+24.7pp | 67.0%+13.0pp | 67.2%+12.8pp |
| Annual return | 7.12% | 34.69%-27.6pp | 935.43%-928.3pp | 160.62%-153.5pp |
| Employer contribution / active EE | $3,104 | $1,698+82.8% | $2,723+14.0% | $2,670+16.3% |
| Participant deferral / active EE | $257 | $2,990-91.4% | $4,447-94.2% | $4,125-93.8% |
| Admin fee / account holder | $1,984 | $3,577-44.5% | $5,377-63.1% | $5,651-64.9% |