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 | $31,531 | $54,726-42.4% | $68,793-54.2% | $64,186-50.9% |
| Participation rate | 98.9% | 68.0%+30.9pp | 72.2%+26.7pp | 69.6%+29.4pp |
| Annual return | -18.69% | -1.62%-17.1pp | -4.63%-14.1pp | 7.63%-26.3pp |
| Employer contribution / active EE | $3,458 | $1,846+87.3% | $2,625+31.7% | $2,381+45.2% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,060 | $4,027-73.7% | $5,131-79.3% | $4,888-78.3% |