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 | $183,835 | $93,571+96.5% | $135,903+35.3% | $75,163+144.6% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 67.2%+25.4pp |
| Annual return | 14.17% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $4,547 | $3,537+28.6% | $4,856-6.4% | $2,670+70.3% |
| Participant deferral / active EE | $1,379 | $6,404-78.5% | $7,758-82.2% | $4,125-66.6% |
| Admin fee / account holder | $1,308 | $6,975-81.3% | $10,762-87.9% | $5,651-76.9% |