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 | $22,554 | $106,890-78.9% | $84,015-73.2% | $152,861-85.2% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.4%-3.9pp |
| Annual return | 6.14% | 104.99%-98.8pp | 71.31%-65.2pp | 345.32%-339.2pp |
| Employer contribution / active EE | $6,070 | $2,734+122.0% | $1,983+206.0% | $4,762+27.5% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $465 | $8,285-94.4% | $6,101-92.4% | $11,596-96.0% |