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 | $135,716 | $103,376+31.3% | $87,100+55.8% | $152,861-11.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 3.45% | 28.10%-24.7pp | 28.19%-24.7pp | 345.32%-341.9pp |
| Employer contribution / active EE | $4,167 | $3,220+29.4% | $2,521+65.3% | $4,762-12.5% |
| Participant deferral / active EE | $1,450 | $4,778-69.6% | $4,049-64.2% | $5,850-75.2% |
| Admin fee / account holder | $3,228 | $12,205-73.6% | $7,497-56.9% | $11,596-72.2% |