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 | $33,235 | $63,346-47.5% | $92,233-64.0% | $70,131-52.6% |
| Participation rate | 83.3% | 68.7%+14.7pp | 76.5%+6.9pp | 69.5%+13.8pp |
| Annual return | 7.00% | 530.12%-523.1pp | 176.28%-169.3pp | 73.14%-66.1pp |
| Employer contribution / active EE | $2,517 | $2,471+1.9% | $3,679-31.6% | $2,342+7.5% |
| Participant deferral / active EE | $863 | $2,854-69.8% | $3,897-77.9% | $3,332-74.1% |
| Admin fee / account holder | $6,375 | $3,840+66.0% | $5,194+22.7% | $4,645+37.2% |