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 | $36,875 | $57,065-35.4% | $75,670-51.3% | $70,131-47.4% |
| Participation rate | 95.5% | 68.1%+27.4pp | 72.3%+23.1pp | 69.5%+25.9pp |
| Annual return | 11.62% | 23.57%-11.9pp | 27.34%-15.7pp | 73.14%-61.5pp |
| Employer contribution / active EE | $943 | $1,817-48.1% | $2,352-59.9% | $2,342-59.7% |
| Participant deferral / active EE | $762 | $2,580-70.5% | $3,142-75.8% | $3,332-77.1% |
| Admin fee / account holder | $549 | $3,825-85.6% | $5,800-90.5% | $4,645-88.2% |