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 | $105,563 | $91,552+15.3% | $133,956-21.2% | $79,858+32.2% |
| Participation rate | 92.7% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.1pp |
| Annual return | 2.40% | 61.85%-59.4pp | 45.09%-42.7pp | 31.71%-29.3pp |
| Employer contribution / active EE | $6,707 | $2,384+181.4% | $3,919+71.2% | $2,471+171.5% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,917 | $6,321-22.2% | $8,927-44.9% | $5,306-7.3% |