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 3-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 | $166,941 | $51,576+223.7% | $129,207+29.2% | $80,856+106.5% |
| Participation rate | 92.6% | 57.0%+35.6pp | 69.6%+23.0pp | 67.6%+25.0pp |
| Annual return | 5.03% | 20.81%-15.8pp | 9417.33%-9412.3pp | 35.59%-30.6pp |
| Employer contribution / active EE | $18,519 | $1,584+1069.3% | $4,153+345.9% | $2,755+572.2% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,349 | $4,305+1.0% | $7,715-43.6% | $6,918-37.1% |