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 | $127,217 | $80,968+57.1% | $96,544+31.8% | $75,163+69.3% |
| Participation rate | 90.2% | 71.8%+18.5pp | 76.0%+14.3pp | 67.2%+23.1pp |
| Annual return | -2.81% | 27.06%-29.9pp | 25.84%-28.7pp | 160.62%-163.4pp |
| Employer contribution / active EE | $4,665 | $2,282+104.5% | $2,965+57.3% | $2,670+74.7% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12,584 | $6,724+87.1% | $8,252+52.5% | $5,651+122.7% |