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 6-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 | $31,286 | $57,016-45.1% | $84,966-63.2% | $80,856-61.3% |
| Participation rate | 82.0% | 56.3%+25.7pp | 67.5%+14.5pp | 67.6%+14.4pp |
| Annual return | 6.31% | 21.66%-15.4pp | 66.38%-60.1pp | 35.59%-29.3pp |
| Employer contribution / active EE | $3,699 | $1,798+105.8% | $2,727+35.6% | $2,755+34.3% |
| Participant deferral / active EE | $349 | $3,110-88.8% | $4,519-92.3% | $4,296-91.9% |
| Admin fee / account holder | $1,181 | $4,980-76.3% | $6,149-80.8% | $6,918-82.9% |