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 | $191,484 | $80,717+137.2% | $154,803+23.7% | $84,808+125.8% |
| Participation rate | 77.1% | 66.8%+10.3pp | 78.1%-0.9pp | 68.3%+8.8pp |
| Annual return | 8.61% | 37.96%-29.3pp | 58.88%-50.3pp | 40.90%-32.3pp |
| Employer contribution / active EE | $10,986 | $2,761+297.9% | $4,305+155.2% | $2,631+317.6% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,883 | $6,746-72.1% | $14,329-86.9% | $7,344-74.4% |