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 | $117,728 | $110,257+6.8% | $96,544+21.9% | $139,434-15.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 5.77% | 26.32%-20.5pp | 25.84%-20.1pp | 372.94%-367.2pp |
| Employer contribution / active EE | $2,778 | $3,620-23.3% | $2,965-6.3% | $4,751-41.5% |
| Participant deferral / active EE | $1,643 | $5,548-70.4% | $4,851-66.1% | $6,710-75.5% |
| Admin fee / account holder | $14,114 | $11,591+21.8% | $8,252+71.0% | $11,403+23.8% |