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 | $116,229 | $81,460+42.7% | $103,333+12.5% | $80,856+43.7% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.6%+21.3pp |
| Annual return | 9.09% | 25.55%-16.5pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $17,564 | $3,105+465.6% | $3,868+354.1% | $2,755+537.6% |
| Participant deferral / active EE | $467 | $3,869-87.9% | $5,057-90.8% | $4,296-89.1% |
| Admin fee / account holder | $4,426 | $6,566-32.6% | $8,355-47.0% | $6,918-36.0% |