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 | $172,172 | $91,538+88.1% | $129,995+32.4% | $75,163+129.1% |
| Participation rate | 86.8% | 71.4%+15.4pp | 78.5%+8.4pp | 67.2%+19.7pp |
| Annual return | 3.19% | -631.11%+634.3pp | -137.18%+140.4pp | 160.62%-157.4pp |
| Employer contribution / active EE | $3,947 | $2,845+38.7% | $4,320-8.6% | $2,670+47.9% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $17,628 | $6,790+159.6% | $10,614+66.1% | $5,651+212.0% |