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 | $160,924 | $109,413+47.1% | $156,263+3.0% | $84,808+89.8% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 11.59% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,535 | $2,907-47.2% | $4,333-64.6% | $2,631-41.7% |
| Participant deferral / active EE | $1,751 | $4,590-61.8% | $6,158-71.6% | $4,212-58.4% |
| Admin fee / account holder | $89,090 | $9,357+852.1% | $14,255+525.0% | $7,344+1113.1% |