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 | $165,622 | $110,257+50.2% | $96,544+71.6% | $139,434+18.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 4.93% | 26.32%-21.4pp | 25.84%-20.9pp | 372.94%-368.0pp |
| Employer contribution / active EE | $2,673 | $3,620-26.1% | $2,965-9.8% | $4,751-43.7% |
| Participant deferral / active EE | $973 | $5,548-82.5% | $4,851-79.9% | $6,710-85.5% |
| Admin fee / account holder | $4,653 | $11,591-59.9% | $8,252-43.6% | $11,403-59.2% |