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 | $114,772 | $56,897+101.7% | $84,750+35.4% | $62,891+82.5% |
| Participation rate | 90.9% | 68.5%+22.4pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 0.86% | 6.30%-5.4pp | 22.78%-21.9pp | 20.14%-19.3pp |
| Employer contribution / active EE | $4,545 | $2,400+89.4% | $3,574+27.2% | $2,281+99.3% |
| Participant deferral / active EE | $252 | $2,709-90.7% | $3,712-93.2% | $3,203-92.1% |
| Admin fee / account holder | $1,883 | $3,581-47.4% | $5,332-64.7% | $4,296-56.2% |