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 | $118,974 | $65,365+82.0% | $92,893+28.1% | $72,985+63.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 4.19% | 42.10%-37.9pp | 109.41%-105.2pp | 81.00%-76.8pp |
| Employer contribution / active EE | $10,171 | $2,594+292.1% | $3,653+178.4% | $2,440+316.9% |
| Participant deferral / active EE | $583 | $3,128-81.4% | $4,236-86.2% | $3,607-83.8% |
| Admin fee / account holder | $1,383 | $4,251-67.5% | $5,794-76.1% | $5,124-73.0% |