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 | $144,274 | $87,013+65.8% | $106,213+35.8% | $80,856+78.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 3.58% | 17.05%-13.5pp | 116.14%-112.6pp | 35.59%-32.0pp |
| Employer contribution / active EE | $12,306 | $2,395+413.8% | $3,171+288.0% | $2,755+346.7% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,893 | $8,431-6.4% | $11,033-28.5% | $6,918+14.1% |