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 | $51,211 | $74,927-31.7% | $101,794-49.7% | $84,808-39.6% |
| Participation rate | 72.1% | 61.4%+10.7pp | 69.2%+2.9pp | 68.3%+3.8pp |
| Annual return | 7.90% | 18.70%-10.8pp | 30.53%-22.6pp | 40.90%-33.0pp |
| Employer contribution / active EE | $2,043 | $1,522+34.3% | $2,289-10.7% | $2,631-22.3% |
| Participant deferral / active EE | $1,198 | $3,099-61.3% | $4,084-70.7% | $4,212-71.6% |
| Admin fee / account holder | $7,709 | $6,514+18.4% | $8,777-12.2% | $7,344+5.0% |