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 | $25,305 | $49,227-48.6% | $70,449-64.1% | $79,858-68.3% |
| Participation rate | 90.2% | 69.2%+21.0pp | 75.1%+15.1pp | 69.6%+20.6pp |
| Annual return | 5.55% | 30.06%-24.5pp | 109.03%-103.5pp | 31.71%-26.2pp |
| Employer contribution / active EE | $6,471 | $2,099+208.3% | $2,737+136.5% | $2,471+161.9% |
| Participant deferral / active EE | $786 | $2,768-71.6% | $3,709-78.8% | $3,740-79.0% |
| Admin fee / account holder | $1,135 | $2,878-60.6% | $3,845-70.5% | $5,306-78.6% |