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 | $98,043 | $124,281-21.1% | $109,143-10.2% | $167,490-41.5% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 8.89% | 26.04%-17.1pp | 25.75%-16.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $10,618 | $4,207+152.4% | $3,722+185.3% | $4,837+119.5% |
| Participant deferral / active EE | $389 | $5,255-92.6% | $4,653-91.6% | $6,341-93.9% |
| Admin fee / account holder | $43,134 | $7,970+441.2% | $6,752+538.8% | $12,309+250.4% |