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 | $182,203 | $109,359+66.6% | $162,163+12.4% | $72,985+149.6% |
| Participation rate | 97.6% | 84.3%+13.4pp | 87.6%+10.1pp | 69.5%+28.1pp |
| Annual return | 9.97% | 25.46%-15.5pp | 115.59%-105.6pp | 81.00%-71.0pp |
| Employer contribution / active EE | $6,675 | $3,907+70.8% | $5,614+18.9% | $2,440+173.6% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $24,731 | $7,972+210.2% | $10,843+128.1% | $5,124+382.6% |