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 | $48,243 | $57,354-15.9% | $83,848-42.5% | $64,186-24.8% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.1pp | 69.6%+18.7pp |
| Annual return | -10.54% | 11.38%-21.9pp | 850.88%-861.4pp | 7.63%-18.2pp |
| Employer contribution / active EE | $15,343 | $2,545+502.8% | $3,631+322.6% | $2,381+544.5% |
| Participant deferral / active EE | $280 | $2,993-90.6% | $4,082-93.1% | $3,470-91.9% |
| Admin fee / account holder | $2,966 | $4,046-26.7% | $5,478-45.9% | $4,888-39.3% |