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 | $214,102 | $81,947+161.3% | $105,387+103.2% | $72,985+193.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.22% | 42.90%-38.7pp | 26.82%-22.6pp | 81.00%-76.8pp |
| Employer contribution / active EE | $8,333 | $3,468+140.3% | $4,213+97.8% | $2,440+241.6% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,103 | $6,258+13.5% | $6,559+8.3% | $5,124+38.6% |