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 | $36,398 | $103,966-65.0% | $112,887-67.8% | $75,163-51.6% |
| Participation rate | 94.1% | 75.7%+18.4pp | 80.5%+13.6pp | 67.2%+26.9pp |
| Annual return | 9.26% | 24.54%-15.3pp | 34.10%-24.8pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,248 | $3,870-67.8% | $4,563-72.7% | $2,670-53.3% |
| Participant deferral / active EE | $1,105 | $5,456-79.8% | $6,513-83.0% | $4,125-73.2% |
| Admin fee / account holder | $1,573 | $7,663-79.5% | $7,047-77.7% | $5,651-72.2% |