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 | $106,082 | $63,355+67.4% | $91,989+15.3% | $72,985+45.3% |
| Participation rate | 97.2% | 72.5%+24.7pp | 78.6%+18.6pp | 69.5%+27.7pp |
| Annual return | 5.92% | 35.35%-29.4pp | 69.02%-63.1pp | 81.00%-75.1pp |
| Employer contribution / active EE | $7,566 | $2,116+257.7% | $3,452+119.2% | $2,440+210.1% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,177 | $4,668-53.4% | $7,743-71.9% | $5,124-57.5% |