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 8-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 | $37,067 | $102,317-63.8% | $146,958-74.8% | $80,856-54.2% |
| Participation rate | 80.6% | 75.8%+4.7pp | 82.2%-1.6pp | 67.6%+12.9pp |
| Annual return | 9.61% | 134.76%-125.2pp | 418.34%-408.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $6,344 | $3,713+70.9% | $4,933+28.6% | $2,755+130.3% |
| Participant deferral / active EE | $1,442 | $6,644-78.3% | $8,070-82.1% | $4,296-66.4% |
| Admin fee / account holder | $1,261 | $7,941-84.1% | $12,998-90.3% | $6,918-81.8% |