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 | $197,393 | $58,851+235.4% | $115,157+71.4% | $72,985+170.5% |
| Participation rate | 96.8% | 65.5%+31.2pp | 75.9%+20.9pp | 69.5%+27.3pp |
| Annual return | 7.70% | 23.16%-15.5pp | 35.60%-27.9pp | 81.00%-73.3pp |
| Employer contribution / active EE | $2,453 | $1,798+36.5% | $3,179-22.8% | $2,440+0.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,168-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,344 | $6,370+78.1% | $7,088+60.1% | $5,124+121.4% |