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 | $34,102 | $66,310-48.6% | $93,606-63.6% | $65,185-47.7% |
| Participation rate | 70.2% | 74.0%-3.8pp | 75.8%-5.6pp | 70.2%0pp |
| Annual return | 10.51% | 42.58%-32.1pp | 32.76%-22.3pp | 29.38%-18.9pp |
| Employer contribution / active EE | $543 | $2,012-73.0% | $2,718-80.0% | $2,177-75.1% |
| Participant deferral / active EE | $1,402 | $3,342-58.0% | $4,069-65.5% | $3,514-60.1% |
| Admin fee / account holder | $2,745 | $6,897-60.2% | $7,888-65.2% | $847+224.1% |