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 | $216,602 | $81,248+166.6% | $155,509+39.3% | $80,856+167.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.59% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,070 | $3,100-65.5% | $4,672-77.1% | $2,755-61.2% |
| Participant deferral / active EE | $860 | $3,452-75.1% | $5,626-84.7% | $4,296-80.0% |
| Admin fee / account holder | $1,775 | $7,997-77.8% | $15,912-88.8% | $6,918-74.3% |