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 | $169,613 | $148,978+13.9% | $200,582-15.4% | $84,808+100.0% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.6pp | 68.3%+30.1pp |
| Annual return | 11.86% | 28.16%-16.3pp | 42.33%-30.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $6,022 | $4,815+25.1% | $6,419-6.2% | $2,631+128.9% |
| Participant deferral / active EE | $2,969 | $7,142-58.4% | $9,331-68.2% | $4,212-29.5% |
| Admin fee / account holder | $14,886 | $13,977+6.5% | $16,305-8.7% | $7,344+102.7% |