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 3-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 | $30,916 | $86,929-64.4% | $102,423-69.8% | $80,856-61.8% |
| Participation rate | 73.0% | 72.4%+0.6pp | 76.5%-3.5pp | 67.6%+5.3pp |
| Annual return | 9.57% | 18.88%-9.3pp | 29.32%-19.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $696 | $2,369-70.6% | $3,023-77.0% | $2,755-74.7% |
| Participant deferral / active EE | $1,350 | $4,118-67.2% | $5,053-73.3% | $4,296-68.6% |
| Admin fee / account holder | $2,910 | $8,049-63.8% | $9,451-69.2% | $6,918-57.9% |