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 | $165,529 | $125,758+31.6% | $169,993-2.6% | $75,163+120.2% |
| Participation rate | 82.1% | 83.6%-1.4pp | 87.0%-4.9pp | 67.2%+15.0pp |
| Annual return | 12.78% | 27.20%-14.4pp | 53.37%-40.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,601 | $4,615-22.0% | $6,785-46.9% | $2,670+34.9% |
| Participant deferral / active EE | $2,845 | $6,837-58.4% | $10,408-72.7% | $4,125-31.0% |
| Admin fee / account holder | $8,656 | $8,173+5.9% | $12,815-32.5% | $5,651+53.2% |