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 | $94,948 | $93,571+1.5% | $135,903-30.1% | $75,163+26.3% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 12.79% | 30.90%-18.1pp | 68.23%-55.4pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,182 | $3,537-38.3% | $4,856-55.1% | $2,670-18.3% |
| Participant deferral / active EE | $2,167 | $6,404-66.2% | $7,758-72.1% | $4,125-47.5% |
| Admin fee / account holder | $14,484 | $6,975+107.6% | $10,762+34.6% | $5,651+156.3% |