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 8-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 | $35,743 | $84,233-57.6% | $170,442-79.0% | $70,131-49.0% |
| Participation rate | 85.9% | 70.8%+15.1pp | 83.6%+2.3pp | 69.5%+16.4pp |
| Annual return | 8.83% | 23.06%-14.2pp | 205.93%-197.1pp | 73.14%-64.3pp |
| Employer contribution / active EE | $2,118 | $3,387-37.5% | $5,433-61.0% | $2,342-9.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,298 | $5,698-24.6% | $13,880-69.0% | $4,645-7.5% |