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 | $81,937 | $72,492+13.0% | $87,100-5.9% | $72,985+12.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.71% | 24.46%-15.7pp | 28.19%-19.5pp | 81.00%-72.3pp |
| Employer contribution / active EE | $3,481 | $1,894+83.8% | $2,521+38.1% | $2,440+42.7% |
| Participant deferral / active EE | $428 | $3,270-86.9% | $4,049-89.4% | $3,607-88.1% |
| Admin fee / account holder | $6,543 | $5,055+29.4% | $7,497-12.7% | $5,124+27.7% |