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 | $171,484 | $58,208+194.6% | $81,812+109.6% | $80,856+112.1% |
| Participation rate | 97.5% | 63.4%+34.1pp | 72.3%+25.2pp | 67.6%+29.9pp |
| Annual return | 5.18% | 41.66%-36.5pp | 773.79%-768.6pp | 35.59%-30.4pp |
| Employer contribution / active EE | $5,000 | $2,340+113.7% | $2,912+71.7% | $2,755+81.5% |
| Participant deferral / active EE | $202 | $3,281-93.9% | $4,319-95.3% | $4,296-95.3% |
| Admin fee / account holder | $3,495 | $4,981-29.8% | $7,386-52.7% | $6,918-49.5% |