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 | $239,446 | $88,370+171.0% | $112,977+111.9% | $79,858+199.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 4.13% | 23.16%-19.0pp | 24.24%-20.1pp | 31.71%-27.6pp |
| Employer contribution / active EE | $6,667 | $3,398+96.2% | $4,255+56.7% | $2,471+169.8% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,889 | $5,750-49.8% | $6,294-54.1% | $5,306-45.6% |