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 | $49,108 | $109,359-55.1% | $162,163-69.7% | $72,985-32.7% |
| Participation rate | 98.9% | 84.3%+14.7pp | 87.6%+11.4pp | 69.5%+29.4pp |
| Annual return | 14.84% | 25.46%-10.6pp | 115.59%-100.8pp | 81.00%-66.2pp |
| Employer contribution / active EE | $3,256 | $3,907-16.7% | $5,614-42.0% | $2,440+33.4% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $470 | $7,972-94.1% | $10,843-95.7% | $5,124-90.8% |