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 | $98,123 | $71,057+38.1% | $93,654+4.8% | $80,874+21.3% |
| Participation rate | 97.9% | 60.4%+37.5pp | 68.7%+29.2pp | 67.6%+30.2pp |
| Annual return | 9.47% | 11.26%-1.8pp | 133.34%-123.9pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,934 | $1,564+23.7% | $2,421-20.1% | $2,756-29.8% |
| Participant deferral / active EE | $1,094 | $4,034-72.9% | $4,413-75.2% | $4,297-74.5% |
| Admin fee / account holder | $8,776 | $6,944+26.4% | $8,282+6.0% | $6,935+26.5% |