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 | $219,192 | $118,450+85.1% | $98,439+122.7% | $139,434+57.2% |
| Participation rate | 93.8% | 77.4%+16.3pp | 75.2%+18.6pp | 80.3%+13.4pp |
| Annual return | 6.87% | 18.94%-12.1pp | 21.16%-14.3pp | 372.94%-366.1pp |
| Employer contribution / active EE | $5,790 | $3,609+60.4% | $3,048+90.0% | $4,751+21.9% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,835 | $14,026-79.8% | $8,948-68.3% | $11,403-75.1% |