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 | $102,335 | $76,670+33.5% | $96,683+5.8% | $71,457+43.2% |
| Participation rate | 85.3% | 66.6%+18.7pp | 74.3%+11.0pp | 67.9%+17.4pp |
| Annual return | 12.76% | 48.29%-35.5pp | 35.69%-22.9pp | 28.85%-16.1pp |
| Employer contribution / active EE | $17,050 | $3,031+462.4% | $3,737+356.3% | $2,588+558.9% |
| Participant deferral / active EE | $363 | $3,771-90.4% | $4,878-92.6% | $4,289-91.5% |
| Admin fee / account holder | $8,658 | $2,028+326.9% | $6,730+28.7% | $1,587+445.5% |