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 | $105,438 | $73,933+42.6% | $96,683+9.1% | $75,163+40.3% |
| Participation rate | 77.1% | 66.4%+10.7pp | 74.3%+2.8pp | 67.2%+10.0pp |
| Annual return | 2.55% | 26.70%-24.1pp | 35.69%-33.1pp | 160.62%-158.1pp |
| Employer contribution / active EE | $9,733 | $2,928+232.4% | $3,737+160.5% | $2,670+264.6% |
| Participant deferral / active EE | $241 | $3,659-93.4% | $4,878-95.1% | $4,125-94.2% |
| Admin fee / account holder | $3,358 | $5,216-35.6% | $6,730-50.1% | $5,651-40.6% |