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 | $100,717 | $109,359-7.9% | $162,163-37.9% | $72,985+38.0% |
| Participation rate | 84.7% | 84.3%+0.5pp | 87.6%-2.8pp | 69.5%+15.3pp |
| Annual return | 16.10% | 25.46%-9.4pp | 115.59%-99.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $3,540 | $3,907-9.4% | $5,614-36.9% | $2,440+45.1% |
| Participant deferral / active EE | $1,981 | $5,481-63.9% | $7,298-72.9% | $3,607-45.1% |
| Admin fee / account holder | $11,840 | $7,972+48.5% | $10,843+9.2% | $5,124+131.0% |