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 4-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 | $35,355 | $86,944-59.3% | $107,525-67.1% | $74,304-52.4% |
| Participation rate | 99.1% | 59.6%+39.5pp | 75.1%+24.0pp | 60.3%+38.7pp |
| Annual return | 3.06% | 23.52%-20.5pp | 181.32%-178.3pp | 29.43%-26.4pp |
| Employer contribution / active EE | $4,429 | $2,757+60.7% | $3,754+18.0% | $2,241+97.6% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1,165 | $3,727-68.7% | $8,919-86.9% | $2,969-60.8% |