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 | $196,313 | $80,717+143.2% | $154,803+26.8% | $84,808+131.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 9.24% | 37.96%-28.7pp | 58.88%-49.6pp | 40.90%-31.7pp |
| Employer contribution / active EE | $23,617 | $2,761+755.3% | $4,305+448.5% | $2,631+797.6% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $5,540-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,475 | $6,746-18.8% | $14,329-61.8% | $7,344-25.4% |