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 | $14,767 | $53,822-72.6% | $75,696-80.5% | $85,850-82.8% |
| Participation rate | 85.3% | 69.1%+16.3pp | 74.8%+10.5pp | 69.3%+16.0pp |
| Annual return | 10.12% | 24.54%-14.4pp | 104.53%-94.4pp | 318.53%-308.4pp |
| Employer contribution / active EE | $534 | $2,017-73.5% | $2,743-80.5% | $2,565-79.2% |
| Participant deferral / active EE | $163 | $2,895-94.4% | $3,821-95.7% | $3,952-95.9% |
| Admin fee / account holder | $768 | $3,343-77.0% | $3,619-78.8% | $6,260-87.7% |