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 | $217,121 | $86,286+151.6% | $111,297+95.1% | $85,850+152.9% |
| Participation rate | 97.4% | 73.3%+24.1pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 8.49% | 19.99%-11.5pp | 54.65%-46.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $13,908 | $2,043+580.7% | $2,731+409.3% | $2,565+442.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,830 | $8,188+7.8% | $7,964+10.9% | $6,260+41.1% |