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 | $105,552 | $89,753+17.6% | $107,525-1.8% | $84,808+24.5% |
| Participation rate | 86.4% | 68.1%+18.3pp | 75.1%+11.3pp | 68.3%+18.1pp |
| Annual return | 11.18% | 29.48%-18.3pp | 181.32%-170.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $8,516 | $3,113+173.5% | $3,754+126.9% | $2,631+223.7% |
| Participant deferral / active EE | $729 | $4,056-82.0% | $5,116-85.8% | $4,212-82.7% |
| Admin fee / account holder | $11,640 | $7,222+61.2% | $8,919+30.5% | $7,344+58.5% |