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 | $140,226 | $106,515+31.6% | $96,683+45.0% | $139,434+0.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.96% | 38.43%-31.5pp | 35.69%-28.7pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,246 | $4,103-45.3% | $3,737-39.9% | $4,751-52.7% |
| Participant deferral / active EE | $353 | $5,454-93.5% | $4,878-92.8% | $6,710-94.7% |
| Admin fee / account holder | $30,149 | $7,877+282.8% | $6,730+348.0% | $11,403+164.4% |