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 | $222,208 | $56,423+293.8% | $77,163+188.0% | $71,457+211.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 10.25% | 19.05%-8.8pp | 37.87%-27.6pp | 28.85%-18.6pp |
| Employer contribution / active EE | $4,931 | $1,866+164.3% | $2,535+94.5% | $2,588+90.6% |
| Participant deferral / active EE | $0 | $3,142-100.0% | $3,833-100.0% | $4,289-100.0% |
| Admin fee / account holder | $3,293 | $1,429+130.5% | $5,472-39.8% | $1,587+107.5% |