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 5-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 | $110,156 | $106,515+3.4% | $96,683+13.9% | $139,434-21.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 6.15% | 38.43%-32.3pp | 35.69%-29.5pp | 372.94%-366.8pp |
| Employer contribution / active EE | $6,068 | $4,103+47.9% | $3,737+62.4% | $4,751+27.7% |
| Participant deferral / active EE | $353 | $5,454-93.5% | $4,878-92.8% | $6,710-94.7% |
| Admin fee / account holder | $886 | $7,877-88.7% | $6,730-86.8% | $11,403-92.2% |