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 7-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 | $58,186 | $86,929-33.1% | $102,423-43.2% | $80,856-28.0% |
| Participation rate | 70.3% | 72.4%-2.1pp | 76.5%-6.2pp | 67.6%+2.7pp |
| Annual return | 7.41% | 18.88%-11.5pp | 29.32%-21.9pp | 35.59%-28.2pp |
| Employer contribution / active EE | $2,310 | $2,369-2.5% | $3,023-23.6% | $2,755-16.1% |
| Participant deferral / active EE | $1,577 | $4,118-61.7% | $5,053-68.8% | $4,296-63.3% |
| Admin fee / account holder | $3,130 | $8,049-61.1% | $9,451-66.9% | $6,918-54.8% |