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 | $242,647 | $43,075+463.3% | $74,583+225.3% | $62,891+285.8% |
| Participation rate | 96.8% | 58.1%+38.7pp | 68.1%+28.7pp | 69.3%+27.5pp |
| Annual return | 0.93% | 17.50%-16.6pp | 20.47%-19.5pp | 20.14%-19.2pp |
| Employer contribution / active EE | $4,516 | $1,498+201.6% | $2,525+78.9% | $2,281+98.0% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,796 | $2,840+104.1% | $4,138+40.1% | $4,296+34.9% |