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 | $109,520 | $94,625+15.7% | $116,228-5.8% | $84,808+29.1% |
| Participation rate | 81.1% | 70.4%+10.6pp | 74.6%+6.5pp | 68.3%+12.8pp |
| Annual return | 8.59% | 20.40%-11.8pp | 90.06%-81.5pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,943 | $2,347+25.4% | $2,994-1.7% | $2,631+11.9% |
| Participant deferral / active EE | $662 | $3,972-83.3% | $4,953-86.6% | $4,212-84.3% |
| Admin fee / account holder | $21,512 | $10,091+113.2% | $11,989+79.4% | $7,344+192.9% |