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 | $41,050 | $65,041-36.9% | $90,951-54.9% | $79,858-48.6% |
| Participation rate | 83.8% | 61.6%+22.2pp | 69.0%+14.8pp | 69.6%+14.2pp |
| Annual return | 2.73% | 30.45%-27.7pp | 134.60%-131.9pp | 31.71%-29.0pp |
| Employer contribution / active EE | $5,062 | $1,247+305.9% | $2,122+138.6% | $2,471+104.9% |
| Participant deferral / active EE | $581 | $2,512-76.9% | $3,373-82.8% | $3,740-84.5% |
| Admin fee / account holder | $365 | $4,536-92.0% | $5,959-93.9% | $5,306-93.1% |