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 | $154,621 | $98,750+56.6% | $149,696+3.3% | $79,858+93.6% |
| Participation rate | 96.5% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.9pp |
| Annual return | 1.93% | 27.43%-25.5pp | 276.60%-274.7pp | 31.71%-29.8pp |
| Employer contribution / active EE | $14,456 | $3,216+349.4% | $4,644+211.3% | $2,471+485.1% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,824 | $6,053+12.7% | $9,309-26.7% | $5,306+28.6% |