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 | $103,408 | $78,520+31.7% | $96,576+7.1% | $82,448+25.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 13.40% | 41.30%-27.9pp | 38.47%-25.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,892 | $2,630-28.0% | $3,553-46.7% | $2,551-25.8% |
| Participant deferral / active EE | $1,659 | $6,754-75.4% | $7,956-79.1% | $4,139-59.9% |
| Admin fee / account holder | $9,375 | $13,455-30.3% | $11,381-17.6% | $7,234+29.6% |