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 | $67,568 | $61,605+9.7% | $112,229-39.8% | $75,163-10.1% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 11.95% | 28.47%-16.5pp | 30.20%-18.3pp | 160.62%-148.7pp |
| Employer contribution / active EE | $2,188 | $2,015+8.5% | $3,430-36.2% | $2,670-18.1% |
| Participant deferral / active EE | $57 | $3,108-98.2% | $4,798-98.8% | $4,125-98.6% |
| Admin fee / account holder | $2,111 | $4,862-56.6% | $7,748-72.8% | $5,651-62.6% |