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 | $125,725 | $117,841+6.7% | $102,423+22.8% | $145,922-13.8% |
| Participation rate | 79.2% | 78.6%+0.6pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 8.54% | 31.65%-23.1pp | 29.32%-20.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,083 | $3,615-42.4% | $3,023-31.1% | $4,660-55.3% |
| Participant deferral / active EE | $1,283 | $5,731-77.6% | $5,053-74.6% | $6,688-80.8% |
| Admin fee / account holder | $6,940 | $13,326-47.9% | $9,451-26.6% | $13,397-48.2% |