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 | $228,242 | $87,013+162.3% | $106,213+114.9% | $80,856+182.3% |
| Participation rate | 94.0% | 70.4%+23.6pp | 75.3%+18.7pp | 67.6%+26.4pp |
| Annual return | 3.38% | 17.05%-13.7pp | 116.14%-112.8pp | 35.59%-32.2pp |
| Employer contribution / active EE | $9,207 | $2,395+284.4% | $3,171+190.3% | $2,755+234.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $11,105 | $8,431+31.7% | $11,033+0.6% | $6,918+60.5% |