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 | $148,156 | $127,065+16.6% | $113,168+30.9% | $142,382+4.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 2.67% | 24.03%-21.4pp | 24.27%-21.6pp | 217.08%-214.4pp |
| Employer contribution / active EE | $1,701 | $3,442-50.6% | $2,975-42.8% | $4,299-60.4% |
| Participant deferral / active EE | $691 | $5,716-87.9% | $5,107-86.5% | $6,507-89.4% |
| Admin fee / account holder | $5,987 | $15,736-62.0% | $12,068-50.4% | $12,624-52.6% |