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 3-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 | $57,497 | $77,314-25.6% | $177,989-67.7% | $80,856-28.9% |
| Participation rate | 79.1% | 65.7%+13.4pp | 77.1%+2.0pp | 67.6%+11.4pp |
| Annual return | 9.61% | 18.09%-8.5pp | 294.48%-284.9pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,729 | $2,292+19.1% | $3,949-30.9% | $2,755-0.9% |
| Participant deferral / active EE | $616 | $4,411-86.0% | $6,276-90.2% | $4,296-85.7% |
| Admin fee / account holder | $21,988 | $7,191+205.8% | $10,363+112.2% | $6,918+217.8% |