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 | $112,321 | $80,968+38.7% | $96,544+16.3% | $75,163+49.4% |
| Participation rate | 77.8% | 71.8%+6.0pp | 76.0%+1.8pp | 67.2%+10.6pp |
| Annual return | 4.56% | 27.06%-22.5pp | 25.84%-21.3pp | 160.62%-156.1pp |
| Employer contribution / active EE | $1,182 | $2,282-48.2% | $2,965-60.1% | $2,670-55.7% |
| Participant deferral / active EE | $1,756 | $3,928-55.3% | $4,851-63.8% | $4,125-57.4% |
| Admin fee / account holder | $672 | $6,724-90.0% | $8,252-91.9% | $5,651-88.1% |