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 5-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 | $38,900 | $63,764-39.0% | $81,930-52.5% | $79,858-51.3% |
| Participation rate | 97.0% | 67.5%+29.5pp | 72.0%+25.0pp | 69.6%+27.3pp |
| Annual return | 8.31% | 22.66%-14.4pp | 29.49%-21.2pp | 31.71%-23.4pp |
| Employer contribution / active EE | $2,990 | $1,795+66.6% | $4,310-30.6% | $2,471+21.0% |
| Participant deferral / active EE | $891 | $2,780-67.9% | $7,107-87.5% | $3,740-76.2% |
| Admin fee / account holder | $14,281 | $4,426+222.6% | $5,158+176.9% | $5,306+169.1% |