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 | $31,977 | $53,777-40.5% | $134,143-76.2% | $79,858-60.0% |
| Participation rate | 94.7% | 58.8%+36.0pp | 72.2%+22.6pp | 69.6%+25.1pp |
| Annual return | 8.97% | 19.01%-10.0pp | 36.33%-27.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $3,155 | $1,321+138.7% | $3,704-14.8% | $2,471+27.7% |
| Participant deferral / active EE | $115 | $2,420-95.3% | $3,499-96.7% | $3,740-96.9% |
| Admin fee / account holder | $456 | $3,984-88.6% | $6,684-93.2% | $5,306-91.4% |