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 | $97,094 | $102,317-5.1% | $146,958-33.9% | $80,856+20.1% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 11.17% | 134.76%-123.6pp | 418.34%-407.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $7,520 | $3,713+102.5% | $4,933+52.5% | $2,755+173.0% |
| Participant deferral / active EE | $1,997 | $6,644-69.9% | $8,070-75.3% | $4,296-53.5% |
| Admin fee / account holder | $11,213 | $7,941+41.2% | $12,998-13.7% | $6,918+62.1% |