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 | $55,004 | $71,050-22.6% | $93,606-41.2% | $80,856-32.0% |
| Participation rate | 70.3% | 60.4%+9.9pp | 68.7%+1.5pp | 67.6%+2.6pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,996 | $1,564+27.6% | $2,420-17.5% | $2,755-27.6% |
| Participant deferral / active EE | $705 | $4,034-82.5% | $4,411-84.0% | $4,296-83.6% |
| Admin fee / account holder | $2,315 | $6,945-66.7% | $8,285-72.1% | $6,918-66.5% |