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 | $16,562 | $45,035-63.2% | $62,995-73.7% | $70,131-76.4% |
| Participation rate | 94.9% | 69.5%+25.3pp | 74.8%+20.1pp | 69.5%+25.3pp |
| Annual return | 9.37% | 18.76%-9.4pp | 87.57%-78.2pp | 73.14%-63.8pp |
| Employer contribution / active EE | $5,523 | $2,051+169.3% | $2,759+100.2% | $2,342+135.8% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,270 | $2,834-19.9% | $3,600-36.9% | $4,645-51.1% |