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 | $44,931 | $45,035-0.2% | $62,995-28.7% | $70,131-35.9% |
| Participation rate | 96.6% | 69.5%+27.0pp | 74.8%+21.7pp | 69.5%+27.0pp |
| Annual return | 3.68% | 18.76%-15.1pp | 87.57%-83.9pp | 73.14%-69.5pp |
| Employer contribution / active EE | $3,363 | $2,051+63.9% | $2,759+21.9% | $2,342+43.6% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,391 | $2,834+407.8% | $3,600+299.8% | $4,645+209.8% |