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 | $36,374 | $49,227-26.1% | $70,449-48.4% | $79,858-54.5% |
| Participation rate | 94.9% | 69.2%+25.7pp | 75.1%+19.9pp | 69.6%+25.3pp |
| Annual return | 3.00% | 30.06%-27.1pp | 109.03%-106.0pp | 31.71%-28.7pp |
| Employer contribution / active EE | $6,225 | $2,099+196.6% | $2,737+127.5% | $2,471+151.9% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,326 | $2,878+85.1% | $3,845+38.5% | $5,306+0.4% |