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 | $83,826 | $69,207+21.1% | $64,056+30.9% | $139,434-39.9% |
| Participation rate | 94.7% | 75.6%+19.1pp | 72.3%+22.4pp | 80.3%+14.4pp |
| Annual return | 9.01% | 45.88%-36.9pp | 33.69%-24.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $14,951 | $3,182+369.9% | $2,747+444.4% | $4,751+214.7% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $355 | $4,244-91.6% | $3,068-88.4% | $11,403-96.9% |