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 | $183,513 | $98,750+85.8% | $149,696+22.6% | $79,858+129.8% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 11.98% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,968 | $3,216-38.8% | $4,644-57.6% | $2,471-20.4% |
| Participant deferral / active EE | $2,258 | $5,680-60.2% | $6,842-67.0% | $3,740-39.6% |
| Admin fee / account holder | $6,345 | $6,053+4.8% | $9,309-31.8% | $5,306+19.6% |