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 | $19,114 | $63,764-70.0% | $81,930-76.7% | $79,858-76.1% |
| Participation rate | 97.3% | 67.5%+29.8pp | 72.0%+25.3pp | 69.6%+27.6pp |
| Annual return | -26.50% | 22.66%-49.2pp | 29.49%-56.0pp | 31.71%-58.2pp |
| Employer contribution / active EE | $3,552 | $1,795+97.9% | $4,310-17.6% | $2,471+43.8% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $578 | $4,426-86.9% | $5,158-88.8% | $5,306-89.1% |