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 | $156,853 | $91,019+72.3% | $392,568-60.0% | $72,985+114.9% |
| Participation rate | 95.7% | 74.4%+21.4pp | 78.1%+17.7pp | 69.5%+26.3pp |
| Annual return | 12.96% | 20.00%-7.0pp | 24.42%-11.5pp | 81.00%-68.0pp |
| Employer contribution / active EE | $3,807 | $2,751+38.4% | $3,783+0.6% | $2,440+56.0% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,688 | $4,895+16.2% | $6,260-9.1% | $5,124+11.0% |