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 | $118,743 | $87,733+35.3% | $106,548+11.4% | $85,850+38.3% |
| Participation rate | 83.3% | 71.9%+11.4pp | 76.1%+7.2pp | 69.3%+14.0pp |
| Annual return | 5.99% | 21.86%-15.9pp | 26.80%-20.8pp | 318.53%-312.5pp |
| Employer contribution / active EE | $1,073 | $2,073-48.2% | $2,819-61.9% | $2,565-58.2% |
| Participant deferral / active EE | $1,357 | $3,469-60.9% | $4,398-69.2% | $3,952-65.7% |
| Admin fee / account holder | $1,910 | $6,767-71.8% | $7,407-74.2% | $6,260-69.5% |