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 | $102,188 | $80,968+26.2% | $96,544+5.8% | $75,163+36.0% |
| Participation rate | 76.0% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.8pp |
| Annual return | 6.49% | 27.06%-20.6pp | 25.84%-19.4pp | 160.62%-154.1pp |
| Employer contribution / active EE | $4,220 | $2,282+84.9% | $2,965+42.3% | $2,670+58.1% |
| Participant deferral / active EE | $1,296 | $3,928-67.0% | $4,851-73.3% | $4,125-68.6% |
| Admin fee / account holder | $2,750 | $6,724-59.1% | $8,252-66.7% | $5,651-51.3% |