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 | $245,308 | $79,944+206.9% | $98,439+149.2% | $75,163+226.4% |
| Participation rate | 98.6% | 70.4%+28.2pp | 75.2%+23.4pp | 67.2%+31.4pp |
| Annual return | 3.26% | 19.75%-16.5pp | 21.16%-17.9pp | 160.62%-157.4pp |
| Employer contribution / active EE | $8,138 | $2,264+259.5% | $3,048+167.0% | $2,670+204.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $31,608 | $6,840+362.1% | $8,948+253.3% | $5,651+459.3% |