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 | $174,865 | $64,348+171.7% | $90,160+93.9% | $70,131+149.3% |
| Participation rate | 96.9% | 70.4%+26.4pp | 76.9%+20.0pp | 69.5%+27.3pp |
| Annual return | 13.81% | 28.13%-14.3pp | 34.88%-21.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,067 | $2,046+1.0% | $3,318-37.7% | $2,342-11.8% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,288-100.0% | $3,332-100.0% |
| Admin fee / account holder | $24,492 | $3,944+521.1% | $5,943+312.1% | $4,645+427.2% |