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 | $90,156 | $78,705+14.5% | $117,854-23.5% | $70,131+28.6% |
| Participation rate | 96.9% | 73.2%+23.7pp | 79.7%+17.2pp | 69.5%+27.3pp |
| Annual return | 8.78% | 23.30%-14.5pp | 335.08%-326.3pp | 73.14%-64.4pp |
| Employer contribution / active EE | $8,144 | $2,223+266.3% | $3,786+115.1% | $2,342+247.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,406 | $5,065-13.0% | $8,020-45.1% | $4,645-5.1% |