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 | $128,443 | $109,359+17.5% | $162,163-20.8% | $72,985+76.0% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.6%+11.1pp | 69.5%+29.2pp |
| Annual return | 12.56% | 25.46%-12.9pp | 115.59%-103.0pp | 81.00%-68.4pp |
| Employer contribution / active EE | $1,503 | $3,907-61.5% | $5,614-73.2% | $2,440-38.4% |
| Participant deferral / active EE | $1,980 | $5,481-63.9% | $7,298-72.9% | $3,607-45.1% |
| Admin fee / account holder | $2,504 | $7,972-68.6% | $10,843-76.9% | $5,124-51.1% |