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 7-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 | $142,247 | $93,571+52.0% | $135,903+4.7% | $75,163+89.3% |
| Participation rate | 98.7% | 75.2%+23.5pp | 81.9%+16.8pp | 67.2%+31.5pp |
| Annual return | -17.55% | 30.90%-48.5pp | 68.23%-85.8pp | 160.62%-178.2pp |
| Employer contribution / active EE | $5,053 | $3,537+42.9% | $4,856+4.1% | $2,670+89.3% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $732 | $6,975-89.5% | $10,762-93.2% | $5,651-87.0% |