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 | $59,123 | $104,251-43.3% | $91,001-35.0% | $147,584-59.9% |
| Participation rate | 82.4% | 78.2%+4.1pp | 75.6%+6.8pp | 82.8%-0.5pp |
| Annual return | 2.40% | 27.06%-24.7pp | 4.60%-2.2pp | 578.55%-576.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $849 | $4,195-79.8% | $3,547-76.1% | $5,439-84.4% |
| Admin fee / account holder | $3,569 | $8,948-60.1% | $5,417-34.1% | $10,885-67.2% |