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 | $22,779 | $54,762-58.4% | $90,281-74.8% | $72,985-68.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.80% | 30.63%-25.8pp | 78.10%-73.3pp | 81.00%-76.2pp |
| Employer contribution / active EE | $1,878 | $2,092-10.3% | $2,854-34.2% | $2,440-23.0% |
| Participant deferral / active EE | $137 | $2,887-95.3% | $3,885-96.5% | $3,607-96.2% |
| Admin fee / account holder | $2,610 | $3,972-34.3% | $5,351-51.2% | $5,124-49.1% |