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 | $23,822 | $81,460-70.8% | $103,333-76.9% | $80,856-70.5% |
| Participation rate | 81.0% | 66.8%+14.1pp | 74.5%+6.4pp | 67.6%+13.3pp |
| Annual return | 8.48% | 25.55%-17.1pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,508 | $3,105-19.2% | $3,868-35.2% | $2,755-9.0% |
| Participant deferral / active EE | $950 | $3,869-75.5% | $5,057-81.2% | $4,296-77.9% |
| Admin fee / account holder | $14,914 | $6,566+127.1% | $8,355+78.5% | $6,918+115.6% |