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 | $230,351 | $110,257+108.9% | $96,544+138.6% | $139,434+65.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 76.0%+2.6pp | 80.3%-1.7pp |
| Annual return | 7.70% | 26.32%-18.6pp | 25.84%-18.1pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,119 | $3,620-69.1% | $2,965-62.3% | $4,751-76.5% |
| Participant deferral / active EE | $1,119 | $5,548-79.8% | $4,851-76.9% | $6,710-83.3% |
| Admin fee / account holder | $3,127 | $11,591-73.0% | $8,252-62.1% | $11,403-72.6% |