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 | $197,316 | $89,355+120.8% | $141,162+39.8% | $72,985+170.4% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | -1.87% | 111.85%-113.7pp | 71.39%-73.3pp | 81.00%-82.9pp |
| Employer contribution / active EE | $16,529 | $3,114+430.7% | $4,735+249.1% | $2,440+577.5% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,907 | $5,958+66.3% | $10,261-3.4% | $5,124+93.3% |