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 9-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 | $93,832 | $73,933+26.9% | $96,683-2.9% | $75,163+24.8% |
| Participation rate | 81.3% | 66.4%+14.8pp | 74.3%+6.9pp | 67.2%+14.1pp |
| Annual return | 12.89% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $12,117 | $2,928+313.9% | $3,737+224.3% | $2,670+353.9% |
| Participant deferral / active EE | $289 | $3,659-92.1% | $4,878-94.1% | $4,125-93.0% |
| Admin fee / account holder | $17,064 | $5,216+227.1% | $6,730+153.6% | $5,651+202.0% |