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 | $214,835 | $93,571+129.6% | $135,903+58.1% | $75,163+185.8% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | -3.77% | 30.90%-34.7pp | 68.23%-72.0pp | 160.62%-164.4pp |
| Employer contribution / active EE | $12,568 | $3,537+255.4% | $4,856+158.8% | $2,670+370.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $7,265 | $6,975+4.2% | $10,762-32.5% | $5,651+28.6% |