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 5-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 | $27,166 | $79,944-66.0% | $98,439-72.4% | $75,163-63.9% |
| Participation rate | 79.1% | 70.4%+8.7pp | 75.2%+3.9pp | 67.2%+11.9pp |
| Annual return | 7.39% | 19.75%-12.4pp | 21.16%-13.8pp | 160.62%-153.2pp |
| Employer contribution / active EE | $1,096 | $2,264-51.6% | $3,048-64.0% | $2,670-59.0% |
| Participant deferral / active EE | $1,525 | $3,752-59.3% | $4,738-67.8% | $4,125-63.0% |
| Admin fee / account holder | $4,252 | $6,840-37.8% | $8,948-52.5% | $5,651-24.8% |