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 | $33,352 | $56,897-41.4% | $84,750-60.6% | $62,891-47.0% |
| Participation rate | 89.1% | 68.5%+20.6pp | 76.6%+12.5pp | 69.3%+19.8pp |
| Annual return | 1.02% | 6.30%-5.3pp | 22.78%-21.8pp | 20.14%-19.1pp |
| Employer contribution / active EE | $5,188 | $2,400+116.2% | $3,574+45.1% | $2,281+127.4% |
| Participant deferral / active EE | $930 | $2,709-65.7% | $3,712-74.9% | $3,203-70.9% |
| Admin fee / account holder | $5,404 | $3,581+50.9% | $5,332+1.3% | $4,296+25.8% |