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 | $71,547 | $63,346+12.9% | $92,233-22.4% | $70,131+2.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.97% | 530.12%-520.1pp | 176.28%-166.3pp | 73.14%-63.2pp |
| Employer contribution / active EE | $7,078 | $2,471+186.4% | $3,679+92.4% | $2,342+202.2% |
| Participant deferral / active EE | $119 | $2,854-95.8% | $3,897-96.9% | $3,332-96.4% |
| Admin fee / account holder | $5,449 | $3,840+41.9% | $5,194+4.9% | $4,645+17.3% |