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 5-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 | $216,286 | $127,065+70.2% | $113,168+91.1% | $142,382+51.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.23% | 24.03%-17.8pp | 24.27%-18.0pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,118 | $3,442-67.5% | $2,975-62.4% | $4,299-74.0% |
| Participant deferral / active EE | $647 | $5,716-88.7% | $5,107-87.3% | $6,507-90.1% |
| Admin fee / account holder | $6,572 | $15,736-58.2% | $12,068-45.5% | $12,624-47.9% |