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 | $45,753 | $78,705-41.9% | $117,854-61.2% | $70,131-34.8% |
| Participation rate | 76.0% | 73.2%+2.8pp | 79.7%-3.7pp | 69.5%+6.5pp |
| Annual return | 10.75% | 23.30%-12.5pp | 335.08%-324.3pp | 73.14%-62.4pp |
| Employer contribution / active EE | $547 | $2,223-75.4% | $3,786-85.5% | $2,342-76.6% |
| Participant deferral / active EE | $1,361 | $3,297-58.7% | $4,482-69.6% | $3,332-59.2% |
| Admin fee / account holder | $2,929 | $5,065-42.2% | $8,020-63.5% | $4,645-36.9% |