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 | $9,679 | $114,381-91.5% | $107,525-91.0% | $142,382-93.2% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 2.42% | 242.71%-240.3pp | 181.32%-178.9pp | 217.08%-214.7pp |
| Employer contribution / active EE | $3,613 | $4,015-10.0% | $3,754-3.8% | $4,299-16.0% |
| Participant deferral / active EE | $420 | $5,564-92.5% | $5,116-91.8% | $6,507-93.5% |
| Admin fee / account holder | $2,039 | $9,860-79.3% | $8,919-77.1% | $12,624-83.8% |