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 | $113,858 | $72,277+57.5% | $101,248+12.5% | $79,858+42.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 5.22% | 22.30%-17.1pp | 46.47%-41.3pp | 31.71%-26.5pp |
| Employer contribution / active EE | $12,454 | $2,692+362.7% | $3,660+240.3% | $2,471+404.0% |
| Participant deferral / active EE | $681 | $3,282-79.2% | $4,370-84.4% | $3,740-81.8% |
| Admin fee / account holder | $12,597 | $4,400+186.3% | $5,945+111.9% | $5,306+137.4% |