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 | $93,310 | $91,538+1.9% | $129,995-28.2% | $75,163+24.1% |
| Participation rate | 94.9% | 71.4%+23.4pp | 78.5%+16.4pp | 67.2%+27.7pp |
| Annual return | 10.18% | -631.11%+641.3pp | -137.18%+147.4pp | 160.62%-150.4pp |
| Employer contribution / active EE | $4,026 | $2,845+41.5% | $4,320-6.8% | $2,670+50.8% |
| Participant deferral / active EE | $1,103 | $4,341-74.6% | $5,820-81.0% | $4,125-73.3% |
| Admin fee / account holder | $953 | $6,790-86.0% | $10,614-91.0% | $5,651-83.1% |