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 6-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 | $98,427 | $65,365+50.6% | $92,893+6.0% | $72,985+34.9% |
| Participation rate | 82.9% | 68.3%+14.5pp | 76.0%+6.9pp | 69.5%+13.4pp |
| Annual return | 8.10% | 42.10%-34.0pp | 109.41%-101.3pp | 81.00%-72.9pp |
| Employer contribution / active EE | $5,841 | $2,594+125.2% | $3,653+59.9% | $2,440+139.4% |
| Participant deferral / active EE | $624 | $3,128-80.1% | $4,236-85.3% | $3,607-82.7% |
| Admin fee / account holder | $4,202 | $4,251-1.2% | $5,794-27.5% | $5,124-18.0% |