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 | $90,524 | $58,523+54.7% | $99,443-9.0% | $72,985+24.0% |
| Participation rate | 87.9% | 64.6%+23.3pp | 73.8%+14.0pp | 69.5%+18.4pp |
| Annual return | 15.50% | 28.51%-13.0pp | 30.72%-15.2pp | 81.00%-65.5pp |
| Employer contribution / active EE | $5,522 | $1,512+265.2% | $2,540+117.4% | $2,440+126.3% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,607-100.0% |
| Admin fee / account holder | $37,080 | $4,102+804.0% | $6,250+493.2% | $5,124+623.6% |