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 | $112,513 | $95,416+17.9% | $185,823-39.5% | $85,850+31.1% |
| Participation rate | 77.4% | 68.8%+8.6pp | 81.7%-4.3pp | 69.3%+8.0pp |
| Annual return | 1.78% | 23.59%-21.8pp | 122.05%-120.3pp | 318.53%-316.8pp |
| Employer contribution / active EE | $726 | $3,314-78.1% | $5,167-85.9% | $2,565-71.7% |
| Participant deferral / active EE | $906 | $3,423-73.5% | $5,568-83.7% | $3,952-77.1% |
| Admin fee / account holder | $641 | $7,213-91.1% | $16,237-96.1% | $6,260-89.8% |