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 | $134,710 | $148,978-9.6% | $200,582-32.8% | $84,808+58.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 11.83% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $9,144 | $4,815+89.9% | $6,419+42.5% | $2,631+247.6% |
| Participant deferral / active EE | $1,687 | $7,142-76.4% | $9,331-81.9% | $4,212-60.0% |
| Admin fee / account holder | $14,782 | $13,977+5.8% | $16,305-9.3% | $7,344+101.3% |