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 | $91,521 | $137,414-33.4% | $189,513-51.7% | $85,850+6.6% |
| Participation rate | 97.7% | 84.6%+13.1pp | 87.8%+9.9pp | 69.3%+28.4pp |
| Annual return | -2.43% | 38.14%-40.6pp | 555.15%-557.6pp | 318.53%-321.0pp |
| Employer contribution / active EE | $11,628 | $4,344+167.7% | $6,162+88.7% | $2,565+353.3% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,666 | $8,630-34.3% | $12,045-53.0% | $6,260-9.5% |