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 | $179,689 | $123,793+45.2% | $177,821+1.1% | $79,858+125.0% |
| Participation rate | 96.8% | 84.7%+12.1pp | 87.7%+9.1pp | 69.6%+27.1pp |
| Annual return | 8.75% | 22.82%-14.1pp | 48.32%-39.6pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,744 | $4,095-33.0% | $5,918-53.6% | $2,471+11.1% |
| Participant deferral / active EE | $2,458 | $5,956-58.7% | $7,714-68.1% | $3,740-34.3% |
| Admin fee / account holder | $2,588 | $7,243-64.3% | $12,427-79.2% | $5,306-51.2% |