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 5-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 | $20,101 | $106,584-81.1% | $101,326-80.2% | $142,382-85.9% |
| Participation rate | 90.5% | 82.7%+7.8pp | 81.5%+9.0pp | 80.1%+10.4pp |
| Annual return | 9.72% | 36.93%-27.2pp | 36.82%-27.1pp | 217.08%-207.4pp |
| Employer contribution / active EE | $3,401 | $3,956-14.0% | $3,665-7.2% | $4,299-20.9% |
| Participant deferral / active EE | $0 | $8,297-100.0% | $7,994-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,009 | $11,446-91.2% | $11,185-91.0% | $12,624-92.0% |