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 | $150,238 | $91,552+64.1% | $133,956+12.2% | $79,858+88.1% |
| Participation rate | 91.3% | 73.3%+18.0pp | 79.8%+11.5pp | 69.6%+21.7pp |
| Annual return | 4.66% | 61.85%-57.2pp | 45.09%-40.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $3,129 | $2,384+31.3% | $3,919-20.1% | $2,471+26.7% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,968 | $6,321-68.9% | $8,927-78.0% | $5,306-62.9% |