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 | $142,190 | $87,013+63.4% | $106,213+33.9% | $80,856+75.9% |
| Participation rate | 81.5% | 70.4%+11.0pp | 75.3%+6.2pp | 67.6%+13.8pp |
| Annual return | 6.06% | 17.05%-11.0pp | 116.14%-110.1pp | 35.59%-29.5pp |
| Employer contribution / active EE | $1,213 | $2,395-49.3% | $3,171-61.7% | $2,755-56.0% |
| Participant deferral / active EE | $1,399 | $3,986-64.9% | $5,016-72.1% | $4,296-67.4% |
| Admin fee / account holder | $3,042 | $8,431-63.9% | $11,033-72.4% | $6,918-56.0% |