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 | $218,831 | $58,927+271.4% | $76,817+184.9% | $72,985+199.8% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 14.54% | 2305.64%-2291.1pp | 1166.11%-1151.6pp | 81.00%-66.5pp |
| Employer contribution / active EE | $8,571 | $1,787+379.7% | $2,302+272.3% | $2,440+251.3% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,206 | $4,013+54.7% | $6,420-3.3% | $5,124+21.1% |