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 | $201,019 | $102,317+96.5% | $146,958+36.8% | $80,856+148.6% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 9.18% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $5,359 | $3,713+44.3% | $4,933+8.6% | $2,755+94.5% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,162 | $7,941+179.1% | $12,998+70.5% | $6,918+220.4% |