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 | $92,233 | $98,240-6.1% | $82,313+12.1% | $147,584-37.5% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 6.54% | 30.85%-24.3pp | 25.88%-19.3pp | 578.55%-572.0pp |
| Employer contribution / active EE | $795 | $3,192-75.1% | $2,428-67.3% | $4,876-83.7% |
| Participant deferral / active EE | $1,080 | $4,383-75.4% | $3,706-70.9% | $5,439-80.1% |
| Admin fee / account holder | $23,737 | $8,563+177.2% | $5,608+323.3% | $10,885+118.1% |