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 | $116,379 | $98,240+18.5% | $82,313+41.4% | $147,584-21.1% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 8.25% | 30.85%-22.6pp | 25.88%-17.6pp | 578.55%-570.3pp |
| Employer contribution / active EE | $5,740 | $3,192+79.8% | $2,428+136.4% | $4,876+17.7% |
| Participant deferral / active EE | $1,291 | $4,383-70.5% | $3,706-65.2% | $5,439-76.3% |
| Admin fee / account holder | $17,651 | $8,563+106.1% | $5,608+214.8% | $10,885+62.2% |