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 | $125,614 | $63,346+98.3% | $92,233+36.2% | $70,131+79.1% |
| Participation rate | 85.2% | 68.7%+16.5pp | 76.5%+8.7pp | 69.5%+15.6pp |
| Annual return | 11.55% | 530.12%-518.6pp | 176.28%-164.7pp | 73.14%-61.6pp |
| Employer contribution / active EE | $3,704 | $2,471+49.9% | $3,679+0.7% | $2,342+58.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,914 | $3,840+54.0% | $5,194+13.9% | $4,645+27.3% |