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 | $95,106 | $53,127+79.0% | $86,590+9.8% | $70,131+35.6% |
| Participation rate | 86.2% | 65.3%+20.9pp | 73.5%+12.7pp | 69.5%+16.7pp |
| Annual return | 11.73% | 27.66%-15.9pp | 964.84%-953.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,484 | $2,068+20.1% | $2,839-12.5% | $2,342+6.0% |
| Participant deferral / active EE | $460 | $2,696-82.9% | $3,609-87.3% | $3,332-86.2% |
| Admin fee / account holder | $19,281 | $3,585+437.7% | $4,906+293.0% | $4,645+315.1% |