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 8-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 | $51,597 | $86,929-40.6% | $102,423-49.6% | $80,856-36.2% |
| Participation rate | 70.5% | 72.4%-1.9pp | 76.5%-6.0pp | 67.6%+2.8pp |
| Annual return | 10.37% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,414 | $2,369-40.3% | $3,023-53.2% | $2,755-48.7% |
| Participant deferral / active EE | $1,296 | $4,118-68.5% | $5,053-74.3% | $4,296-69.8% |
| Admin fee / account holder | $17,119 | $8,049+112.7% | $9,451+81.1% | $6,918+147.5% |