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 | $88,227 | $67,606+30.5% | $82,313+7.2% | $70,131+25.8% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 8.48% | 21.57%-13.1pp | 25.88%-17.4pp | 73.14%-64.7pp |
| Employer contribution / active EE | $4,303 | $1,755+145.2% | $2,428+77.2% | $2,342+83.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,751 | $4,512-61.2% | $5,608-68.8% | $4,645-62.3% |