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 9-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 | $33,753 | $148,534-77.3% | $135,903-75.2% | $139,434-75.8% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 8.86% | 79.19%-70.3pp | 68.23%-59.4pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,092 | $5,243-79.2% | $4,856-77.5% | $4,751-77.0% |
| Participant deferral / active EE | $1,181 | $8,100-85.4% | $7,758-84.8% | $6,710-82.4% |
| Admin fee / account holder | $34,713 | $12,400+179.9% | $10,762+222.6% | $11,403+204.4% |