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 7-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 | $149,796 | $78,422+91.0% | $95,952+56.1% | $79,858+87.6% |
| Participation rate | 86.8% | 73.5%+13.3pp | 77.1%+9.7pp | 69.6%+17.2pp |
| Annual return | 7.98% | 19.37%-11.4pp | 91.61%-83.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $6,553 | $1,945+236.9% | $2,541+157.9% | $2,471+165.2% |
| Participant deferral / active EE | $179 | $3,440-94.8% | $4,167-95.7% | $3,740-95.2% |
| Admin fee / account holder | $8,997 | $5,622+60.0% | $6,795+32.4% | $5,306+69.5% |