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 | $22,216 | $81,460-72.7% | $103,333-78.5% | $80,856-72.5% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 4.38% | 25.55%-21.2pp | 24.88%-20.5pp | 35.59%-31.2pp |
| Employer contribution / active EE | $869 | $3,105-72.0% | $3,868-77.5% | $2,755-68.4% |
| Participant deferral / active EE | $1,168 | $3,869-69.8% | $5,057-76.9% | $4,296-72.8% |
| Admin fee / account holder | $3,241 | $6,566-50.6% | $8,355-61.2% | $6,918-53.1% |