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 | $111,392 | $80,724+38.0% | $103,333+7.8% | $74,495+49.5% |
| Participation rate | 93.9% | 65.7%+28.2pp | 74.5%+19.4pp | 67.2%+26.7pp |
| Annual return | 8.01% | 27.56%-19.5pp | 24.88%-16.9pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $26,559 | $3,157+741.2% | $3,868+586.7% | $2,623+912.5% |
| Participant deferral / active EE | $673 | $3,860-82.6% | $5,057-86.7% | $4,346-84.5% |
| Admin fee / account holder | $6,811 | $2,368+187.6% | $8,355-18.5% | $1,942+250.8% |