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 | $71,446 | $72,277-1.2% | $101,248-29.4% | $79,858-10.5% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 9.75% | 22.30%-12.5pp | 46.47%-36.7pp | 31.71%-22.0pp |
| Employer contribution / active EE | $979 | $2,692-63.6% | $3,660-73.2% | $2,471-60.4% |
| Participant deferral / active EE | $221 | $3,282-93.3% | $4,370-94.9% | $3,740-94.1% |
| Admin fee / account holder | $3,919 | $4,400-10.9% | $5,945-34.1% | $5,306-26.1% |