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 | $93,354 | $89,753+4.0% | $107,525-13.2% | $84,808+10.1% |
| Participation rate | 88.1% | 68.1%+20.0pp | 75.1%+13.0pp | 68.3%+19.8pp |
| Annual return | 9.03% | 29.48%-20.4pp | 181.32%-172.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $11,379 | $3,113+265.5% | $3,754+203.2% | $2,631+332.5% |
| Participant deferral / active EE | $1,216 | $4,056-70.0% | $5,116-76.2% | $4,212-71.1% |
| Admin fee / account holder | $25,322 | $7,222+250.6% | $8,919+183.9% | $7,344+244.8% |