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 | $212,961 | $152,587+39.6% | $125,175+70.1% | $152,861+39.3% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 8.51% | 54.84%-46.3pp | 43.79%-35.3pp | 345.32%-336.8pp |
| Employer contribution / active EE | $1,569 | $4,946-68.3% | $3,865-59.4% | $4,762-67.1% |
| Participant deferral / active EE | $1,663 | $5,868-71.7% | $4,937-66.3% | $5,850-71.6% |
| Admin fee / account holder | $1,047 | $13,434-92.2% | $9,702-89.2% | $11,596-91.0% |