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 | $119,307 | $72,277+65.1% | $101,248+17.8% | $79,858+49.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.72% | 22.30%-12.6pp | 46.47%-36.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $4,505 | $2,692+67.4% | $3,660+23.1% | $2,471+82.3% |
| Participant deferral / active EE | $1,375 | $3,282-58.1% | $4,370-68.5% | $3,740-63.2% |
| Admin fee / account holder | $9,802 | $4,400+122.7% | $5,945+64.9% | $5,306+84.7% |