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 | $39,815 | $115,882-65.6% | $100,516-60.4% | $158,922-74.9% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 5.10% | 34.79%-29.7pp | 30.89%-25.8pp | 302.83%-297.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,133 | $6,674-83.0% | $6,270-81.9% | $5,982-81.1% |
| Admin fee / account holder | $53,475 | $10,995+386.3% | $8,081+561.7% | $11,246+375.5% |