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 | $179,043 | $48,795+266.9% | $65,493+173.4% | $84,808+111.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.29% | 20.20%-8.9pp | 982.45%-971.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $5,336 | $1,930+176.5% | $2,574+107.3% | $2,631+102.8% |
| Participant deferral / active EE | $799 | $2,928-72.7% | $3,961-79.8% | $4,212-81.0% |
| Admin fee / account holder | $14,310 | $3,877+269.1% | $5,028+184.6% | $7,344+94.9% |