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 | $109,499 | $79,944+37.0% | $98,439+11.2% | $75,163+45.7% |
| Participation rate | 82.8% | 70.4%+12.4pp | 75.2%+7.6pp | 67.2%+15.6pp |
| Annual return | 6.59% | 19.75%-13.2pp | 21.16%-14.6pp | 160.62%-154.0pp |
| Employer contribution / active EE | $1,079 | $2,264-52.4% | $3,048-64.6% | $2,670-59.6% |
| Participant deferral / active EE | $1,447 | $3,752-61.4% | $4,738-69.5% | $4,125-64.9% |
| Admin fee / account holder | $1,463 | $6,840-78.6% | $8,948-83.6% | $5,651-74.1% |