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 4-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 | $93,190 | $51,175+82.1% | $70,515+32.2% | $75,163+24.0% |
| Participation rate | 94.0% | 60.9%+33.1pp | 68.3%+25.7pp | 67.2%+26.8pp |
| Annual return | 8.14% | 30.02%-21.9pp | 32.77%-24.6pp | 160.62%-152.5pp |
| Employer contribution / active EE | $4,377 | $1,826+139.7% | $2,973+47.2% | $2,670+63.9% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,888 | $4,091-53.8% | $6,412-70.6% | $5,651-66.6% |