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 | $110,811 | $100,041+10.8% | $149,718-26.0% | $70,131+58.0% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.1%+10.8pp | 69.5%+28.4pp |
| Annual return | 8.20% | 27.43%-19.2pp | 1501.63%-1493.4pp | 73.14%-64.9pp |
| Employer contribution / active EE | $6,519 | $3,662+78.0% | $5,445+19.7% | $2,342+178.3% |
| Participant deferral / active EE | $2,232 | $4,983-55.2% | $6,569-66.0% | $3,332-33.0% |
| Admin fee / account holder | $499 | $8,286-94.0% | $11,283-95.6% | $4,645-89.3% |