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 10-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 | $117,724 | $106,515+10.5% | $96,683+21.8% | $139,434-15.6% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 5.50% | 38.43%-32.9pp | 35.69%-30.2pp | 372.94%-367.4pp |
| Employer contribution / active EE | $2,739 | $4,103-33.2% | $3,737-26.7% | $4,751-42.3% |
| Participant deferral / active EE | $429 | $5,454-92.1% | $4,878-91.2% | $6,710-93.6% |
| Admin fee / account holder | $3,915 | $7,877-50.3% | $6,730-41.8% | $11,403-65.7% |