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 | $165,262 | $72,492+128.0% | $87,100+89.7% | $72,985+126.4% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.9%+21.0pp | 69.5%+28.4pp |
| Annual return | -21.75% | 24.46%-46.2pp | 28.19%-49.9pp | 81.00%-102.8pp |
| Employer contribution / active EE | $7,041 | $1,894+271.8% | $2,521+179.3% | $2,440+188.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,050 | $5,055-19.9% | $7,497-46.0% | $5,124-21.0% |