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 | $42,338 | $91,552-53.8% | $133,956-68.4% | $79,858-47.0% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.1pp | 69.6%+8.1pp |
| Annual return | 8.27% | 61.85%-53.6pp | 45.09%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $682 | $2,384-71.4% | $3,919-82.6% | $2,471-72.4% |
| Participant deferral / active EE | $1,649 | $3,733-55.8% | $5,048-67.3% | $3,740-55.9% |
| Admin fee / account holder | $3,483 | $6,321-44.9% | $8,927-61.0% | $5,306-34.4% |