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 8-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 | $22,416 | $49,922-55.1% | $80,569-72.2% | $75,163-70.2% |
| Participation rate | 90.2% | 55.3%+34.9pp | 67.0%+23.2pp | 67.2%+23.0pp |
| Annual return | 3.37% | 34.69%-31.3pp | 935.43%-932.1pp | 160.62%-157.2pp |
| Employer contribution / active EE | $6,621 | $1,698+289.9% | $2,723+143.1% | $2,670+148.0% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,310 | $3,577+20.5% | $5,377-19.8% | $5,651-23.7% |