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 | $13,062 | $47,479-72.5% | $62,929-79.2% | $82,448-84.2% |
| Participation rate | 73.1% | 66.9%+6.2pp | 73.1%0pp | 68.1%+5.1pp |
| Annual return | 8.63% | 20.34%-11.7pp | 1063.93%-1055.3pp | 41.64%-33.0pp |
| Employer contribution / active EE | $1,964 | $1,885+4.1% | $2,505-21.6% | $2,551-23.0% |
| Participant deferral / active EE | $261 | $2,870-90.9% | $3,888-93.3% | $4,139-93.7% |
| Admin fee / account holder | $854 | $3,804-77.5% | $5,065-83.1% | $7,234-88.2% |