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 8-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 | $241,782 | $81,446+196.9% | $103,374+133.9% | $80,874+199.0% |
| Participation rate | 97.6% | 66.9%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 7.73% | 25.57%-17.8pp | 24.89%-17.2pp | 35.62%-27.9pp |
| Employer contribution / active EE | $6,587 | $3,107+112.0% | $3,869+70.2% | $2,756+139.0% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,230 | $6,715-51.9% | $8,394-61.5% | $6,935-53.4% |