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 | $114,282 | $89,753+27.3% | $107,525+6.3% | $84,808+34.8% |
| Participation rate | 94.9% | 68.1%+26.9pp | 75.1%+19.8pp | 68.3%+26.6pp |
| Annual return | 3.76% | 29.48%-25.7pp | 181.32%-177.6pp | 40.90%-37.1pp |
| Employer contribution / active EE | $12,945 | $3,113+315.8% | $3,754+244.9% | $2,631+392.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,722 | $7,222-34.6% | $8,919-47.1% | $7,344-35.7% |