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 | $35,897 | $82,523-56.5% | $115,752-69.0% | $70,131-48.8% |
| Participation rate | 70.0% | 74.0%-4.0pp | 77.8%-7.8pp | 69.5%+0.5pp |
| Annual return | 11.63% | 28.22%-16.6pp | 19.41%-7.8pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,692 | $2,758-38.7% | $3,492-51.5% | $2,342-27.8% |
| Participant deferral / active EE | $940 | $4,062-76.9% | $5,204-81.9% | $3,332-71.8% |
| Admin fee / account holder | $20,082 | $4,552+341.2% | $6,278+219.9% | $4,645+332.3% |