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 6-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 | $66,154 | $73,933-10.5% | $96,683-31.6% | $75,163-12.0% |
| Participation rate | 97.9% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.7pp |
| Annual return | 7.43% | 26.70%-19.3pp | 35.69%-28.3pp | 160.62%-153.2pp |
| Employer contribution / active EE | $6,745 | $2,928+130.4% | $3,737+80.5% | $2,670+152.7% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,325 | $5,216+40.4% | $6,730+8.9% | $5,651+29.6% |